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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
October 9, 2016
by Mark Carlton, CFA®
Market Perspective for 10/9/16
Friday’s Unemployment Report No surprises either way. Very little impact on the market’s narrow belief in a December hike. Doesn’t...
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September 12, 2016
by Mark Carlton, CFA®
Market Perspective for 9/12/16
Last Friday (9/6/16), the market experienced one of the “reddest” days I have ever seen. The advance-decline ratio on the NYSE was 152...
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August 23, 2016
by Mark Carlton, CFA®
Market Perspective for 8/23/16
1) Investors have seen new highs from all of the major indices in August, but through last Friday the S&P 500 stands less than 0.5% above...
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