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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 18, 2012
by Mark Carlton, CFA®
1Q12 Quarterly Perspective
Summary Once again, most of what could go wrong for the global economy did not go wrong. Investors began to accept the idea of a U.S....
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April 12, 2012
by Mark Carlton, CFA®
Market Perspective for 4/12/12
Unemployment Friday’s report was disappointing. A net gain of 120,000 jobs with no prior month upward revisions is bringing back the...
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February 14, 2012
by Mark Carlton, CFA®
Market Perspective for 2/14/12
The Economy The economy continues to improve, if slowly. 243,000 new jobs were created last month, continuing the positive trend. ...
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