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Quarterly Update

Market Commentary by Eric Kuby, Chief Investment Officer of North Star Investment Management

Market Commentary 4th Quarter 2023

Market Commentary Fourth Quarter 2023 For the three months ending December 31st, the S&P 500 Total Return Index increased 11.69%, while the Bloomberg U.S. Aggregate Intermediate Bond Index increased 5.50%. For the year, the S&P 500 Total Return Index finished...

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Market Commentary 3rd Quarter 2023

Third Quarter 2023 Economic Review For the three-month period ending September 30th, the S&P 500 Total Return Index decreased 5.4% while the Bloomberg U.S. Aggregate Intermediate Bond Index fell 1.9%; for the year, the S&P 500 Total Return Index is up 13.0%...

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Market Commentary 2nd Quarter 2023

Second Quarter 2023 Economic Review For the three-month period ending June 30ᵗʰ, the S&P 500 Total Return Index increased 8.7% while the Bloomberg U.S. Aggregate Intermediate Bond Index fell 0.7%. Year to date, the S&P 500 Total Return Index is up 16.9% and...

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Market Commentary 1st QTR 2023

For the three-month period, the S&P 500 Total Return Index increased 7.5% while the Bloomberg U.S. Aggregate Intermediate Bond Index rose 2.4%. After a difficult 2022, most financial markets recovered in the first three months of 2023. It might be more accurate to...

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Market Commentary 4th QTR 2022

The S&P 500 Total Return Index increased 7.6% for the quarter but finished down 18.1% for the year. The Bloomberg U.S. Aggregate Intermediate Bond Index increased 1.9% during this period and finished down 13.0% for 2022. The yield on the 10-year Treasury remained...

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Market Commentary 3rd QTR 2022

The S&P 500 Total Return Index fell 4.9% for the quarter and is down 23.9% for the year. The Barclays U.S. Aggregate Bond Composite Index fell 3.8% during this period and is down 11.0% for 2022.  This is the first time since 1976 that both stocks and bonds have...

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Market Commentary 2nd QTR 2022

During the period, the S&P 500 Total Return Index fell 16.10% for the quarter and is down 19.96% for the year. The Barclays U.S. Aggregate Bond Composite Index fell 2.93%% during this period and is down 7.48% for 2022. The 10Y finished the quarter at 2.97%, up from...

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Q1 2022 Market Update

During the period, the Dow Jones Industrial Average returned -4.57%, the S&P 500 returned -4.95%, the Russell 2000 returned -7.80% and the Nasdaq 100 returned -9.08%. The U.S. 10Y Treasury Yield ended the quarter at 2.338%. For the first time in two years, the...

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Market Commentary 1st QTR 2022

During the period, the Dow Jones Industrial Average returned -4.57%, the S&P 500 returned -4.95%, the Russell 2000 returned -7.80% and the Nasdaq 100 returned -9.08%. The U.S. 10Y Treasury Yield ended the quarter at 2.338%. For the first time in two years, the...

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Market Commentary 4th QTR 2021

The market was able to overcome the emergence of the highly contagious Omicron variant of the Coronavirus, rising inflation expectations, labor shortages and supply chain bottlenecks during the final quarter of 2021. Despite those headwinds, corporate earnings...

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Eric Kuby, Chief Investment Officer of North Star Investment Management, writes a weekly commentary on market and economic trends.

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The North Star InvestCast aims to guide investors on actionable insights in the securities markets. Hosted by Eric Kuby, Chief Investment Officer of North Star Investment Management Corp.