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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 20, 2020
by Mark Carlton, CFA®
Trademark Market Update for March 20th, 2020
Exactly one month ago (February 19, 2020), the S&P 500 made a high just above 3393 before closing at 3384. We didn’t know it at the...
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February 19, 2020
by Mark Carlton, CFA®
Trademark Market Perspective for February 19th, 2020
THE NEW GOLD RUSH Welcome to the new gold rush. There is a feeling in the investment world that we are in an Age of Disruption that is...
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January 23, 2020
by Mark Carlton, CFA®
4th Quarter 2019 Market Perspective
Summary 2019 closed on a high note for stocks as interest rate cuts fueled a speculative boom which has continued into 2020. Against a...
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