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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
November 1, 2011
by Mark Carlton, CFA®
Market Perspective for 11/1/11
Economically, not all that much happened in October. On September 30th the Economic Cycle Research Institute (ECRI) said that we were...
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October 13, 2011
by Mark Carlton, CFA®
Quarterly Perspective for 3Q11
Summary No two ways about it – the third quarter of 2011 was difficult. The stock market declined all three months. July was the month...
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September 15, 2011
by Mark Carlton, CFA®
Market Perspective for 9/15/11
I've been trying to put my arms around the financial events of the past two weeks. Clearly the employment picture in the United States...
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