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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
January 23, 2013
by Mark Carlton, CFA®
Quarterly Perspective for 4Q12
Summary Asset prices improved in the 4th quarter for the most part, but the list of winners and losers changed quite a bit from earlier...
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January 16, 2013
by Mark Carlton, CFA®
Market Perspective for 1/16/12
The fiscal cliff deal reached on New Years’ Eve helped stocks extend the rally that began on November 16th. U.S. stocks have regained...
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November 26, 2012
by Mark Carlton, CFA®
Market Perspective for 11/26/12
Stock Market Perspective Domestic Stock Market The proximate cause of the recent market declines seems to be the “fiscal cliff” or the...
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