Eric Kuby, Chief Investment Officer of North Star Investment Management, writes a weekly commentary on market and economic trends. Here is a sampling of recent commentary:
Small Caps Exit Shelter
Last Week: In our May 18 Kuby’s Commentary (Happy Birthday Brooke Kuby) we noted the extraordinarily difficult year small cap stocks were having, posting more than double the S&P 500’s decline. In an attempt to “accentuate the positive”, we suggested that “when the gloom lifts, look for a nice [...]
The Economic Gloom Vaccine Fervor Pendulum Swings
Last Week: Every Saturday morning I settle in with my cup of coffee and read the New York Times and Barron’s. This past weekend each had a headline that when put together clearly painted the picture of the surreal state of the world. The NYT business section digest headline [...]
Reopening Fervor
Last Week: Reopening fervor overwhelmed COVID-19 fever as the S&P 500 surged 3.5% and the Russell 2000 jumped 5.5%! Following that rally the S&P 500 is now higher than it was a year ago: It is also almost 40% higher than it was five years ago, which seems like [...]
North Star Weekly Update 5.7.2020
NORTH STAR ANNOUNCES NEW ADDITIONS TO TEAM We are excited to announce two new members to North Star. Eric Papenhagen and Harry Petruleas each have over 20 years of serving the financial needs of families. They will be joining the North Star Family Office, which provides a wide range [...]
Broken Days
Last Week: My standard opening: “Hang in there! As expected, more evidence of the economic fallout, combined with a continued ramp up in global coronavirus cases, has resulted in a 24/7 stream of disturbing headlines.” In the first quarter, which only included a few weeks of some states issuing [...]
North Star Weekly Update 4.30.2020
NORTH STAR OFFERS FREE FINANCIAL COUNSELING TO THOSE IN NEED We appreciate the people who support our lives right now - first responders and hospital workers, food preparers and deliverers, city workers who keep our city going, teachers conducting classes online, and the myriad of others who are on [...]
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The information provided in this commentary is not an offer to sell or the solicitation of an offer to purchase any security, product, or brokerage service.