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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, 2023
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
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
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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