Kuby’s Commentary2021-02-17T15:05:56-06:00

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:

Bubbles Deflate

Corporate Earnings Going for Gold; Economic Data Reaches for Silver February 17th is a special day; in that, it is the birthday of both Michael Jordan and my wife. It also marked the top of the Chinese stock market, which has subsequently nosedived over 25%, including 8.72% last week. [...]

August 2nd, 2021|

Fear Falters

Never-Ending Rally Back on Track Despite the scary headlines, the “Fear Index” continues to falter. We concluded last week’s commentary noting that “U.S. stock futures followed the global markets lower over the weekend, and the “Fear Index” (VIX) jumped 6% going into Monday’s trading session.” The Bull Market seemed [...]

July 26th, 2021|

Headwinds

Last Week: 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 [...]

July 19th, 2021|

Won’t Back Down

Last Week: Early in the week, the market was singing “Mama Mia, here I go again!”, as COVID-19 resurfaced. Those 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 [...]

July 12th, 2021|

Bossy Big Caps & Moody Small Caps

Last Week: We hope that everyone enjoyed their holiday weekend.  One highlight at North Star was watching Joey Chestnut break his own world record at the annual Nathan’s Hot Dog Eating Contest on July 4th after devouring his 76th hot dog and bun in front of a packed Maimonides [...]

July 6th, 2021|

Getting Better

Last Week: What a difference a weekend makes. 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 closed Friday at another record high, posting its best weekly performance since February, [...]

June 28th, 2021|
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