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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 21, 2015
by Mark Carlton, CFA®
Market Perspective for 12/21/15
On December 16th the big day came when the Federal Reserve raised interest rates by 25 bps. They had not raise rates in seven years. ...
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December 7, 2015
by Mark Carlton, CFA®
What Worked for November 2015
Here’s a look at trends in November: Lower quality bonds dramatically under-performed investment grade bonds last month. Why? Junk...
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November 11, 2015
by Mark Carlton, CFA®
Market Perspective for November 11th, 2015
Unemployment In the wake of the very strong November unemployment report, the stock market has swung to the belief that the Federal...
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