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March 30, 2026
Trademark Update – March 27, 2026
Market Update 1. Exactly a month ago, Europe was outperforming the U.S. year-to-date by over 7% (8.2% to 1.1%). Today that spread is less than 2% (-4.4% to -6.2%). As bad as things have been here in March, overseas it has been worse (except for Latin America). Asia saw their 14% rally erode, settling with […]
Our Latest Insights
November 30, 2025
Quarterly Perspective for 3Q.25
Global stocks outpace the U.S. as the AI narrative shifts. Get the full breakdown of 3Q.25's market winners, from international surges to the latest Fed moves.
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November 4, 2025
Trademark Update – October 31, 2025
End of October Market Update · This was a huge month for biotechnology. Biotech is a very long duration asset (many companies are far from their first profits), so they benefit greatly from lower interest rates. · This was also a very good month for solar/clean energy. Strangely, this industry tends to move counter-intuitively (meaning not at all like political control would make you think). · October was also a huge month for semi-conductors, as demand continues to...
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October 25, 2025
Quarterly Perspective for 3Q.25
Historically, September is a difficult month for stocks. Market started to anticipate this by flattening out in mid-August, but positive interest rate news sent the market soaring again after Labor Day.
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