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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
April 1, 2015
by Mark Carlton, CFA®
Market Perspective for April 1, 2015
Market Summary The first quarter of 2015 is just over and it has been fairly disappointing for most investors. The S&P 500 was up 0.45%...
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January 21, 2015
by Mark Carlton, CFA®
Quarterly Perspective for 4Q14
Summary It is hard to overstate the impact that weakness in the global economy had last year. Because the United States was the only...
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January 9, 2015
by Mark Carlton, CFA®
Market Perspective for 1.9.15
I am not concerned about the stock market's rough start to the year because January 2014 also got off to a bad start and yet finished the...
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