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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
December 28, 2017
by Mark Carlton, CFA®
Trademark Market Perspective for 12/28/17
Bonds made a move lower over the last couple of weeks most likely in response to the apparent inevitability of the new tax law lowering...
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November 15, 2017
by Mark Carlton, CFA®
Market Perspective for November 15th, 2017
The global stock markets seem “tired” right now. It has been a very good year, with the S&P 500 up around 17% with dividends included...
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October 18, 2017
by Mark Carlton, CFA®
3Q17 Quarterly Market Perspective
Summary The stock rally continued into summer as the S&P 500 tacked on 4.48% in the third quarter. That brings the year-to-date gain...
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