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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
September 18, 2019
by Mark Carlton, CFA®
Market Update for September 18th, 2019
Thoughts ahead of this week’s Federal Reserve meeting: Investors expect that the Federal Reserve will ease 25 basis points. This time...
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July 30, 2019
by Mark Carlton, CFA®
Notes and Thoughts Ahead of this Week’s Federal Reserve Meeting
Investors expect that the Federal Reserve will ease 25 basis points and that stocks will rally as a result. My feeling is that since this...
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July 19, 2019
by Mark Carlton, CFA®
2Q19 Quarterly Perspective
SUMMARY The second quarter of 2019 is in the books, as they say, and it was another good one for both stocks and bonds. US equities...
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