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Featured
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
August 23, 2016
by Mark Carlton, CFA®
Market Perspective for 8/23/16
1) Investors have seen new highs from all of the major indices in August, but through last Friday the S&P 500 stands less than 0.5% above...
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August 4, 2016
by Mark Carlton, CFA®
Market Perspective for August 4th, 2016
The month of July was extremely kind to investors worldwide. This was undeserved, in our opinion, given Brexit, a surprisingly weak...
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July 6, 2016
by Mark Carlton, CFA®
Market Perspective for July 6th, 2016
Our take on “Brexit” is that it has set in motion a re-examination among European Union nations of the benefits and drawbacks of that...
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