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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
March 14, 2017
by Mark Carlton, CFA®
Market Perspective for March 14th, 2017
All eyes are on two things this week – the U.S. Federal Reserve meeting and the Dutch election. The former is expected to end Wednesday...
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March 3, 2017
by Mark Carlton, CFA®
Market Perspective for March 3rd, 2017
So far this has been a great year for investors. The US stock market was up 5.6% year-to-date through February and overseas markets are...
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January 24, 2017
by Mark Carlton, CFA®
Quarterly Perspective for 4Q16
Summary The U.S. stock market rallied to new highs last quarter. Investors appeared to be nervous leading up to the election, but...
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