Last Week: Concerns that the porridge was getting too cold appear to have been unwarranted. The S&P 500 and the Nasdaq Composite hit record highs as strong earnings reports and economic reports fueled investor enthusiasm. Earnings season is about half way over and...
- Archive posts -
Month: April 2019
Earnings and Unicorns
Last Week: The headline in “The Trader” section of Barron’s was “The Market Did Nearly Nothing This Week”, as the S&P 500 dipped 0.1% in holiday-shortened trading. What little action there was in the market was focused on the IPOs of “Unicorns” (companies with...
Eric Kuby Quoted in MarketWatch: Stocks inch toward record territory as Nasdaq trades above 8,000 points
by Sue Chang and Chris MatthewsImportant Risk Information: Mutual funds have investment risks including loss of principal. There is no guarantee either fund will meet its objective. Investors should carefully consider the investment objectives, risks, charges and...
Eric Kuby Quoted in CIO Magazine: Cause for Worry: Stock and Bond Prices Walk Hand in Hand
Important Risk Information: Mutual funds have investment risks including loss of principal. There is no guarantee either fund will meet its objective. Investors should carefully consider the investment objectives, risks, charges and expenses of the North Star Funds....
Bull Bear or Tiger
Last Week: The market treaded water until Friday morning, when a flurry of positive news stories invigorated Wall Street. Strong Chinese exports and money supply growth, record earnings form JPMorgan, a well-received DIS streaming analyst meeting, and a big $50B oil...
1st Quarter 2019 Market Commentary
The first quarter of 2019 started strong for both the stock and bond markets. Large cap U.S. stocks, measured by the S&P 500 index, were up 13.6% for the quarter, offsetting much of their decline in the previous quarter, while small cap stocks, measured by the...
7 Day Rally
Last Week: The porridge heated up enough to nourish the Goldilocks rally for another week. Stronger than expected economic data from China on Monday and a solid U.S. jobs report on Friday were the bookends to continued perceived progress on the trade front during the...
End of Quarter Lyft
Last Week: The previous Friday the market had dropped sharply as the Ten-Year Treasury rate reach a yield less than the Three-Month Treasury rate, stoking recessionary concerns and triggering sell programs. By Monday afternoon, those concerns were old news, and the...
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