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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, 2012
by Mark Carlton, CFA®
Quarterly Perspective for 3Q12
Summary Markets were surprisingly strong last quarter as fairly lackluster economic numbers brought about global central bank...
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August 14, 2012
by Mark Carlton, CFA®
Trademark Market Perspective for 8.14.12
Stocks have done fairly well in recent weeks. I would like to be able to tell you with certainty why but I would only be guessing. Here...
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July 25, 2012
by Mark Carlton, CFA®
Quarterly Perspective for 2Q12
Summary The stock market pulled back during the second quarter but the decline was modest (3.1%). More than 100% of the decline was in...
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