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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 15, 2013
by Mark Carlton, CFA®
Trademark Market Perspective for 4/15/13, Mark Carlton, CFA
On April 3rd I wrote a bulletin cautioning that the recent behavior of the stock market (new highs but with fewer stocks participating)...
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April 3, 2013
by Mark Carlton, CFA®
Trademark Bulletin for 4/3/13
Yesterday, April 2nd, was a bad day from a bull’s perspective. Despite an 89 point gain on the Dow Jones Industrial Average and an 8...
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February 26, 2013
by Mark Carlton, CFA®
Market Perspective for February 26, 2013
A few thoughts about the various asset classes: Stocks Occasionally we hear the old saw, “It’s not a stock market, it’s a market of...
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