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Trademark Market Perspective for 2Q20

Summary Stock prices rebounded sharply last quarter as investors began to anticipate an economic recovery.  Whether the recovery actually comes to pass as soon as the market hopes is another thing entirely, but it is important to remember that the…

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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 cut could barely elicit a “ho-hum” from investors.  While corporate…

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2Q19 Quarterly Perspective

SUMMARY  The second quarter of 2019 is in the books, as they say, and it was another good one for both stocks and bonds.  US equities once again outperformed both non-US developed and emerging markets equities. The key to market…

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