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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
May 18, 2018
by Mark Carlton, CFA®
Market Perspective for May 18th, 2018
Emerging Markets I am nervous about emerging markets. EM can handle a gradual strengthening of the US dollar to a point, but not the...
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April 19, 2018
by Mark Carlton, CFA®
Quarterly Perspective for 1Q18
Summary The stock market’s long quarterly winning streak ended in the first quarter, but the loss was less than one percent. Probably...
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April 9, 2018
by Mark Carlton, CFA®
Market Perspective for April 9th, 2016
A Correction? The longer we remain below the January 26th high in the S&P 500, the more significant those highs become. The term...
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