Important Risk Information: Mutual Funds have investment risks including loss of principal. There is no guarantee the fund will meet its objective. In general, the price of a fixed income security falls when interest rates rise. There is a risk that issuers and...
- Archive posts -
Month: April 2018
3% Danger Zone?
Last Week: Rising interest rates, rising corporate profits, and company specific news, were the three main drivers in the market, which finished modestly positive as the S&P 500 posted a 0.52% gain. The Ten-Year Treasury yield jumped 12 basis points to 2.95%, its...
Gap Week
Last Week: The short story is that the S&P 500 gained 1.99%, as easing trade tensions with China, strength in the Energy sector, and the outset of a very strong earnings season provided the backdrop. The long story is that each day exhibited volatile swings, with...
CityWire Boutique of the Week: Following North Star Investment Management
Past performance or ranking is not indicative of future results. There is no assurance dividends will be paid. Current performance may be lower or higher than the performance data quoted above. Investment value will fluctuate, and shares, when redeemed, may be worth...
Fasten Your Seatbelt
Last Week: It was a turbulent week in what is developing into a volatile year in the stock market. In fact, we have already had more than three times as many days of 1% or more changes in the S&P 500 this year than we had in all of 2017. Additionally, all the...
Eric Kuby interview CNBC: North Star’s Best Small-Cap Plays
Important Risk Information: Mutual Funds have investment risks including loss of principal. There is no guarantee the fund will meet its objective. In general, the price of a fixed income security falls when interest rates rise. There is a risk that issuers and...
Overdue or Overdone
Last Week: A rally on Thursday capped off a volatile holiday-shortened week, and left the equity indices in the green, with the S&P 500 posting a 2.03% gain. Technology stocks drove most of the swings, as the debate raged between the the sector sell-off being...
Sign up to receive a weekly email with Kuby’s Commentary.
Error: Contact form not found.