Kuby’s Commentary

Kuby’s Commentary 2018-06-14T15:17:30+00:00

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:

Resilient. Week 3

Last Week: Once upon a time, a long time ago, in February and March, the market declined, and volatility spiked over concerns of a trade war and tightening monetary policy. Last week Investors (traders?) displayed tremendous resilience to those concerns. On the heels of the previous weekend’s disastrous G-7 [...]

June 18th, 2018|

Resilient. Week 2

Last Week: Once again, the market proved resilient, with the S&P 500 gaining 1.6%, despite numerous troubling global headlines.  Most of the unsettling news relates to trade issues, which clearly could become significant impediments to the global economy if the proposed tariffs become reality. The market seems to be [...]

June 11th, 2018|

Resilient

Last Week: Definition of Resilient from Merriam-Webster: a: capable of withstanding shock without permanent deformation or rupture. b: tending to recover from or adjust easily to misfortune or change. I’m not so sure about “misfortune”, but there has certainly been and endless flow of “shock” and “change” in the [...]

June 4th, 2018|

Winners and Losers

Last Week: Enthusiasm over progress on trade negotiations early in the week, gave way to concerns over a myriad of geopolitical concerns (Turkey, Italy, Iran, Spain, Venezuela, Brazil, North Korea), leaving the equity markets fractionally higher by the close on Friday. Crude prices declined almost 5%, after producers said [...]

May 29th, 2018|

3% and No Panic

Last Week: The Ten-Year Treasury yield moved comfortably over 3%, rising 10 basis points to levels not seen since 2011, without any reaction from the stock market, as the S&P 500 declined a modest 0.54%. Smaller stocks continued their recent outperformance, with the Russell 2000 gaining 1.23% to a [...]

May 21st, 2018|

TIDE Rolls In

Last Week: Following up on the theme from our last blog, the TIDE rolled in for four of the five trading days, and the S&P 500 finishing 2.4% higher. On the positive side, the trade talks moved towards deal making, as speculation grew that the Chinese are prepared to [...]

May 14th, 2018|
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