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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
November 6, 2020
by Mark Carlton, CFA®
Notes and Thoughts for November 6th, 2020
A “Blue Wave” trade developed over the past two weeks in which investors bought stocks that would theoretically benefit from a potential...
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October 26, 2020
by Mark Carlton, CFA®
Quarterly Market Perspective for 3Q20
Summary The U.S. stock market gained 8.9% last quarter as investors gained confidence that the worst of the COVID 19 crisis was...
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August 31, 2020
by Mark Carlton, CFA®
Trademark Market Perspective for 8/31/20
The Fed Not much to say about the U.S. stock market overall. I’ve been reading a lot of analogies lately, so here is mine: Imagine...
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