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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 16, 2011
by Mark Carlton, CFA®
Market Perspective
March 16, 2011 Editor’s Note: Mark started writing this most recent update on March 10th but as the events in Japan unfolded we decided...
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February 22, 2011
by Mark Carlton, CFA®
Market Perspective, Mark Carlton, CFA
I wrote back in December that rising bond yields threatened the cyclical bull market in stocks. Over the next seven weeks bonds...
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January 17, 2011
by Mark Carlton, CFA®
Quarterly Perspective for 4Q10, Mark Carlton, CFA
Summary The U.S. stock market posted its second consecutive double-digit quarter as more investors became convinced that the economic...
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