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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
July 30, 2020
by Mark Carlton, CFA®
Trademark Market Perspective for 2Q20
Summary Stock prices rebounded sharply last quarter as investors began to anticipate an economic recovery. Whether the recovery...
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May 6, 2020
by Mark Carlton, CFA®
Trademark Market Perspective for May 6th, 2020
Investors are herd creatures. We can’t help it; 100,000 years of programming is hard to unlearn. That said, what enabled our ancestors...
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April 28, 2020
by Mark Carlton, CFA®
Quarterly Market Perspective for 1Q20
SUMMARY It probably comes as a surprise to no one, but the first quarter of 2020 was the worst first quarter in modern market history. ...
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