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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 2, 2024
by Mark Carlton, CFA®
Quarterly Perspective for 2Q24
Summary The S&P 500 gained 4.3% last quarter, and 15.3% in the first half of the year[1]. That is the good news. The bad news was that...
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April 23, 2024
by Mark Carlton, CFA®
Quarterly Market Perspective for 1Q24
Summary The stock rally that began in late October continued through this past March. The S&P 500 added 10.6% last quarter....
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January 25, 2024
by Mark Carlton, CFA®
Quarterly Market Perspective for 4Q23
Summary Higher interest rates continued into late October, but at that point positive inflation news and encouraging statements from...
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