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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
July 14, 2015
by Mark Carlton, CFA®
Quarterly Perspective for 2Q15
Summary Financial assets had a tough second quarter. Interest rates rose while corporate profits dipped. Greece was once again in the...
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July 6, 2015
by Mark Carlton, CFA®
Market Perspective for July 6th, 2015
How seriously should we take the notion of a strengthening economy when commodities prices fell 3.8% in the first half of 2015? Last...
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June 12, 2015
by Mark Carlton, CFA®
Trademark Market Perspective for June 12th, 2015
The May Employment report was surprisingly strong. Labor force participation rose by 400,000 and average hourly earnings climbed to 2.3%...
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