Kuby’s Commentary

Last Week Thanks to positive trade developments and tame inflation data, the markets were trending higher through Thursday. Unfortunately, those gains were erased on Friday following a sharp escalation of the conflict between Israel and Iran, with both countries...

Last Week A better cadence to the Tariff Tango and a solid jobs report combined to send stocks higher, with the S&P 500 reaching its highest level since late February. Trading got off to a “he said, Xi said” start following Trump's accusation that China had...

Last Week It was a week of delicate footwork in the markets, as investors danced through a tariff tango of delayed duties, legal reversals, and geopolitical jabs. Following the long weekend, stocks got off to a spirited start on Tuesday after President Trump postponed...

Last Week The markets in 2025 are unfolding to be a series of Trump bumps and slumps. Unfortunately, the combination of the “Big, Beautiful, Bill” and a Testy Tariff Tweet sent the markets into another tailspin. Following Moody’s downgrade of U.S. sovereign debt on...

Last Week Global equities traded higher last Monday morning following the weekend summit in Switzerland between U.S. and China officials, which both parties characterized as being productive. Specifically, both nations agreed to reduce tariffs for 90 days...

Last Week The lyrics of the Four Tops were the same old song, with Trump and Powell setting the beat. This latest verse was a slightly hawkish interest rate decision from the Federal Reserve, offset by some positive sentiment on trade after U.S. President Donald Trump...

Last Week On the cover of the most recent Barron’s is a picture of a lone bull in a grassy field with the caption “Where Did the Bulls Go?" (Bob Dylan might answer that question if he wrote a song about the stock market.) The cover story highlights that the percentage...

Last Week Stock market trading got off to a grim start on Monday, with no tariff agreements reached over the weekend and President Trump intensifying his pressure on Fed Chair Jerome Powell to lower rates or face termination. North Star Chief Investment Officer Eric...

Last Week “Slip sliding away, slip sliding away You know the nearer your destination The more you’re slip sliding away” Paul Simon The stock market posted its seventh negative week out of the last nine, as tariff whipsaw and the standoff between the Federal Reserve...

Last Week “It’s good to be king, if just for a while To be there in velvet, yeah, to give 'em a smile It's good to get high and never come down It's good to be king of your own little town” -Tom Petty The stock market posted its best weekly advance since early...