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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Dec 20, 2021•10 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Dec 13, 2021•6 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Dec 06, 2021•6 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Nov 29, 2021•5 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Nov 22, 2021•7 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Nov 15, 2021•7 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Nov 08, 2021•8 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Nov 01, 2021•6 min
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Oct 18, 2021•5 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Oct 11, 2021•6 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Oct 04, 2021•7 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Sep 27, 2021•6 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Sep 20, 2021•6 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Sep 07, 2021•7 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Aug 30, 2021•10 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Aug 23, 2021•6 min
So far 2021 has provided an incredibly smooth ride for investors, but the news flow last week suggested some turbulence on the horizon. The Delta Covid-19 variant cases and deaths surged, both consumer and producer prices spiked, consumer confidence plunged, and political wrangling in the U.S. House of Representatives cast doubt on the passage of the infrastructure bill. The S&P 500 gained 0.71% for the week to set another new record high on Friday, but small-cap stocks suffered a 1.1% decline. ...
Aug 16, 2021•9 min
Reflecting on the major market-moving storylines, the classic 1977 Meatloaf song, "Two Out of Three Ain't Bad" comes to mind: (1) corporate earnings were great; (2) the jobs report was very strong; and (3) BUT sadly Covid-19 cases are surging. On the earnings front, 89% of the companies in the S&P 500 have reported actual results for Q2 2021 to date. Of these companies, 87% have reported actual EPS above estimates. Turning to the employment report, Friday's headline figure was that employers cre...
Aug 09, 2021•8 min
February 17th, 2021 marked the top of the Chinese stock market, which has subsequently nosedived over 25%, including 8.72% last week. The S&P 500 has gained 12.49% during that time frame. The most recent downturn was triggered by China's decision to have its $100 billion private-tutoring industry operate as nonprofits and have no foreign ownership. The major indexes remain near record levels, but last week there was a modest decline in the market, or perhaps it is more accurate to say there was ...
Aug 02, 2021•7 min
Never-Ending Rally Back on Track Despite the scary headlines, the "Fear Index" continues to falter. The Bull Market seemed to show signs of battle fatigue, fighting the stiff headwinds of inflationary pressures and the emergence of the highly contagious Delta variant of the coronavirus. Monday proved to be the worst trading day in over 9 months for equities, with a 2% across the board decline and a 14.3% increase in the Fear Index (VIX). By Tuesday morning, without any positive news, the sell-of...
Jul 26, 2021•8 min
Whereas the major headline indexes set record highs again on Monday, the undertone of the market continues to soften, with declining issues increasingly outnumbering advancing issues. In fact, excluding the Fab FAANG Five (Facebook, Apple, Amazon, Netflix, & Google) plus Microsoft, the rest of the market has been primarily in retreat for the past month, with Small-Cap and Value faring the worst. On Friday, Dr. Gottlieb expressed his concern that the U.S. is significantly undercounting the number...
Jul 19, 2021•8 min
Fears were particularly apparent on Thursday when Japan declared a state of emergency and announced there would be no spectators at the Summer Olympics. On that news the market sank over 2% and bond yields retreated to their lowest level since Valentine's Day. Despite those headwinds, the major indexes managed to finish at record highs on Friday. There was some evidence that the economy is cooling off, as the ISM services survey for June came in below expectations at 60.1 down from 64.0 in May. ...
Jul 12, 2021•5 min
After moving sideways for the first 5 months of 2021 the Big Tech Boys are back in town, with Apple, Microsoft, Amazon, Alphabet, and Facebook dominating the leadership board for the last month. The S&P 500 closed Friday at a record level for the seventh consecutive day, its longest streak of record closes since 1997. Peeling back the onion, the broader market was less tasty, with the Russell 2000 slipping 1.23%, and declining and advancing issues about equal. The economic calendar is light, wit...
Jul 06, 2021•7 min
The selling pressure from the previous Friday vanished into thin air, and a bounce-back rally kicked in on Monday morning that continued throughout the week. The S&P 500 rallied 2.7% for the week, the Dow gained 3.4%, the Nasdaq climbed 2.4%, and the Russell 2000 jumped 4.2%. The bond market weakened on Friday as core PCE inflation came in at the highest rate in nearly 30 years, but the damage was minimal with the Ten-Year Treasury finishing up just 10 basis points to 1.54%. Oil and Gas stocks f...
Jun 28, 2021•5 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Jun 21, 2021•8 min
Since the end of April when Fed Chair Jerome Powell dismissed inflation pressures as being temporary, "transitory" has become the new bullish buzzword for the stock and bond markets. The 5% year-over-year increase in the consumer price index reported on Thursday was the biggest jump since August 2008, but apparently not big enough to disrupt the transitory thesis, as both markets rallied on the news. The bond market could be suggesting that an agreement on multi-trillion dollars of additional fi...
Jun 14, 2021•6 min
"The heat is on, it's on (Wall and Main) street, the heat is on, on, on". The economy has been rebounding sharply, and with that rebound, there has been a surge in inflationary pressures and related concerns over interest rate increases. As such, the market treaded water waiting for Friday's May jobs report for a heat check on employment and the implications for Fed policy. Treasury Secretary Janet Yellen was busy over the weekend, first championing an agreement with G7 nations on a global minim...
Jun 07, 2021•6 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
Jun 01, 2021•8 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
May 24, 2021•6 min
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. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet the particular needs of any investor. This commentary is presented to illustrate examples of the securities that North Star Investment Management Corporation and/or its affiliates ("North Star")...
May 17, 2021•7 min
