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June 9, 2026
by Mark Carlton, CFA®
Trademark Market Update of May 29.2026
Monthly market update covering AI sector froth, bond market outlook, oil prices, and historical IPO bubble comparisons. Includes required disclosure.
Our Latest Insights
May 3, 2017
by Mark Carlton, CFA®
Trademark Market Perspective for May 3rd, 2017
I just returned from the Morningstar conference in Chicago. I always find it interesting to compare each conference I attend to past...
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April 19, 2017
by Mark Carlton, CFA®
1Q17 Trademark Quarterly Perspective
Summary Stocks gained a little over 6% last quarter while bonds rose 0.82%. Stocks continued the momentum from late 2016 as...
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April 4, 2017
by Mark Carlton, CFA®
Market Perspective for April 4th, 2017
Stocks gained 6.07%, as measured by the S&P 500, last quarter. That’s a very nice rate of return (over 24% if annualized). It...
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