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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
July 25, 2018
2Q18 Quarterly Perspective
Summary Stocks rebounded last quarter - at least here in the U.S. Trade war fears drove up the value of the dollar on the idea that...
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May 18, 2018
Market Perspective for May 18th, 2018
Emerging Markets I am nervous about emerging markets. EM can handle a gradual strengthening of the US dollar to a point, but not the...
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April 19, 2018
Quarterly Perspective for 1Q18
Summary The stock market’s long quarterly winning streak ended in the first quarter, but the loss was less than one percent. Probably...
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