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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 24, 2016
by Mark Carlton, CFA®
Market Perspective for 3/24/16
Notes on The Fed The Federal Reserve decided on March 16th not to raise interest rates. This came as little surprise, as that is exactly...
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February 16, 2016
by Mark Carlton, CFA®
Market Perspective for 2/16/16
Updating the January 18th post: Low volatility strategies continue to lose less. They are down roughly -1.79% so far this month, versus...
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January 22, 2016
by Mark Carlton, CFA®
Quarterly Perspective for 4Q15
Summary In a way, 2015 was a lot like 2011. Markets muddled through the first half of the year, then plummeted in the third quarter...
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