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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 26, 2017
by Mark Carlton, CFA®
Market Perspective for June 26th, 2017
Summary Technology stocks have done very well this year but have run into some resistance. After flirting with Energy and Financial...
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June 5, 2017
by Mark Carlton, CFA®
Trademark Market Perspective for June 5th, 2017
Oftentimes I write updates after conferences in order to process and make sense of the information I have just taken in. This is my...
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May 3, 2017
by Mark Carlton, CFA®
Trademark Market Perspective for May 3rd, 2017
I just returned from the Morningstar conference in Chicago. I always find it interesting to compare each conference I attend to past...
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