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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
February 3, 2021
by Mark Carlton, CFA®
Trademark Market Perspective for 02/03/2021
Emerging Market Asset Allocation It would be unthinkable to put together an investment portfolio today that did not include Apple,...
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January 22, 2021
by Mark Carlton, CFA®
Quarterly Market Perspective for 4Q20
Summary The stock market’s recovery from the COVID-influenced market sell-off in March accelerated last quarter as multiple...
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December 10, 2020
by Mark Carlton, CFA®
Notes and Thoughts for December 10th, 2020
Global stock markets, almost every single one, have been hitting on all cylinders lately. In fact, some of the best recent performance...
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