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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 19, 2016
by Mark Carlton, CFA®
Market Perspective for 5/19/16
Yesterday the Federal Reserve suggested that it was considering raising interest rates. It cited employment strength (the unemployment...
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April 19, 2016
by Mark Carlton, CFA®
Trademark’s Quarterly Perspective for 1Q16
Summary It was a tale of two half quarters. The first six weeks saw equities sell off on fears that the Federal Reserve would continue...
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March 24, 2016
by Mark Carlton, CFA®
Market Perspective for 3/24/16
Notes on The Fed The Federal Reserve decided on March 16th not to raise interest rates. This came as little surprise, as that is exactly...
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