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August 4, 2026
by Mark Carlton, CFA®
Trademark Quarterly Commentary 2Q.2026
Summary Stocks roared back from a disappointing first quarter with a 14.1% gain in the second quarter. That brought the year-to-date return up to 10.2%. Technology did the heavy lifting – that sector rose 41.4% while the other ten sectors lagged the S&P 500’s gain. In a complete reversal from the first quarter, energy was […]
Our Latest Insights
March 2, 2023
by Mark Carlton, CFA®
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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January 25, 2023
by Mark Carlton, CFA®
Quarterly Market Perspective for 4Q22
Summary First of all, we are happy to report that the fourth quarter of 2022 was a positive one for both stocks and bonds. This allowed...
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October 26, 2022
by Mark Carlton, CFA®
Quarterly Market Perspective for 3Q22
Summary As hard as it would have been to believe, three months ago, that the stock and bond market could both continue to decline, they...
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