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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
June 28, 2019
by Mark Carlton, CFA®
Market Perspective for 6/28/19
The S&P 500 is up close to 4% since the last Update and about 6.5% since the June 3rd low. And yet, nothing really seems different in...
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April 24, 2019
by Mark Carlton, CFA®
Quarterly Perspective for Q1 2019
Summary Stocks rebounded sharply in the first quarter as investors reacted favorably to the Federal Reserve’s change of heart on...
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March 18, 2019
by Mark Carlton, CFA®
Trademark Market Perspective for 3/18/19
The Great Bull Market The bull market began on March 9th, 2009, so at this point the Great Recession is completely gone from 10-year...
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