Trademark Market Perspective for January 3rd, 2020
What a difference a year makes! The year-over-year gain from Christmas Eve 2018 to the same day in 2019 was close to 40%![1] We went from a panic over both…
Trademark Market Perspective for November 8th, 2019
As the markets moved into September there was a lot of fear. As measured by GDP, purchasing managers, and the Institute for Supply Management (ISM), the economy appeared to be…
Trademark Quarterly Perspective for 3Q19
SUMMARY The third quarter of 2019 paled in comparison to the previous two quarters as global weakness and trade fatigue combined to depress returns. Even a widely expected September rate…
Market Update for September 18th, 2019
Thoughts ahead of this week’s Federal Reserve meeting: Investors expect that the Federal Reserve will ease 25 basis points. This time there is very little expectation that a stock rally…
Notes and Thoughts Ahead of this Week’s Federal Reserve Meeting
Investors expect that the Federal Reserve will ease 25 basis points and that stocks will rally as a result. My feeling is that since this is the overwhelming consensus, it…