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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
October 18, 2013
by Mark Carlton, CFA®
3Q12 Quarterly Perspective
Summary Stocks continued their rally in the third quarter. The adage, “Sell in May and Go Away” has gained favor in recent years, in...
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October 8, 2013
by Mark Carlton, CFA®
More on the Government Shutdown
We've been receiving a fair amount of inquiries about the government shutdown and what it means for financial markets. It is our belief...
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September 30, 2013
by Mark Carlton, CFA®
Market Bulletin on the Looming Government Shutdown
Market Bulletin on the Looming Shutdown Today, 9/30/13, the U.S. stock market is down but well off the lows set in the first half hour...
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