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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
July 25, 2023
by Mark Carlton, CFA®
Quarterly Market Perspective for 2Q23
Schwab TransitionIn 2020, our custodian, TD Ameritrade, was acquired by the Charles Schwab Corporation. Over the past several years, the...
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April 25, 2023
by Mark Carlton, CFA®
Quarterly Market Perspective for 1Q23
Summary The markets experienced as much volatility last quarter as we normally see in a full year, but it was mostly to the upside. ...
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March 2, 2023
by Mark Carlton, CFA®
Trademark Market Perspective for 3/2/2023
Trademark Financial Market Update – March 2, 2023 I am inclined to see the stock market as a tug of war between bullish (upward) and...
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