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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
August 5, 2011
by Mark Carlton, CFA®
Market Perspective for 8/5/11
The market has been fast all week, meaning that just as soon as you write finish writing something the market changes and what you wrote...
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July 13, 2011
by Mark Carlton, CFA®
Quarterly Perspective for 2Q11
Summary Stocks rallied sharply in the last week of the second quarter to finish relatively flat. The quarter had started strong for...
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June 28, 2011
by Mark Carlton, CFA®
Market Perspective For 6/28/11
Here is a short comment on the markets, because what I really want to do is comment on funds: The global economy is slowing down. We...
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