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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 1, 2025
by Mark Carlton, CFA®
Trademark Update November 30, 2025
End of November Market Update. The top story in November was the surge in both gold and silver. Gold is up 60.3% year-to-date and 9% so far this quarter, while silver’s gains are 94.6% and 22%.
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November 30, 2025
by Mark Carlton, CFA®
Quarterly Perspective for 3Q.25
Global stocks outpace the U.S. as the AI narrative shifts. Get the full breakdown of 3Q.25's market winners, from international surges to the latest Fed moves.
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November 4, 2025
by Mark Carlton, CFA®
Trademark Update – October 31, 2025
End of October Market Update · This was a huge month for biotechnology. Biotech is a very long duration asset (many companies are far from their first profits), so they benefit greatly from lower interest rates. · This was also a very good month for solar/clean energy. Strangely, this industry tends to move counter-intuitively (meaning not at all like political control would make you think). · October was also a huge month for semi-conductors, as demand continues to...
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