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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
April 20, 2022
by Mark Carlton, CFA®
Quarterly Market Perspective for 1Q22
Summary Sometimes a quarter passes and nothing much happens. Other times, so much happens in a quarter that it seems like a full year. ...
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April 7, 2022
by Mark Carlton, CFA®
Trademark Market Perspective for 4/6/2022
The stock market recovery that began on March 15th has stalled out as comments by Fed Governor Lael Brainard on Monday scared investors...
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February 24, 2022
by Mark Carlton, CFA®
Trademark Market Perspective for 2/24/2022
Follow-ups and New Thoughts: My first investment thought today is that TIPs just became more interesting. TIPs started to fade as...
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