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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
November 2, 2015
by Mark Carlton, CFA®
What Worked for October 2015
Here’s a look at trends in October: High quality companies performed much better than lower quality companies. Why? Lower qualities...
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October 19, 2015
by Mark Carlton, CFA®
Quarterly Perspective for 3Q15
Summary Stock markets worldwide sold off during the third quarter. See Chart 1. July began with a modest rally, but it was confined to...
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October 9, 2015
by Mark Carlton, CFA®
What Worked for September 2015
Here’s a look at trends in September: Quality, large cap companies performed better than market as a whole, and dramatically better than...
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