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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
February 18, 2014
by Mark Carlton, CFA®
2.18.14 Market Perspective
Market Activity We got off to a bit of a bumpy start in 2014, but we seemed to have stabilized in the last week. Emerging markets have...
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January 17, 2014
by Mark Carlton, CFA®
Market Perspective for 4Q13
Summary Investors continued to push stocks higher in the fourth quarter. Many of the concerns they had going into the year – the...
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December 31, 2013
by Mark Carlton, CFA®
Trademark Perspective for December 30, 2013
First of all, from a trading perspective, nothing has changed. We are still in a bull market, and as such the correct position is to be...
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