Kuby’s Commentary

Last Week Corporate earnings reports, the War, and the FOMC meeting generated much excitement and confusion that led to a soft bond market and a modestly positive stock market. The yield on longer-term Treasuries climbed to their highest level in decades, with the...

Last Week Back in 1968, on the hilarious Rowan & Martin’s Laugh-In, Goldie Hawn and others delivered the classic line “sock it to me”. Tech investors were laughing early in the week as the SOXX (iShares Semiconductor ETF) enjoyed its largest one-day gain in over a...

Last Week A rebound in technology stocks, easing geopolitical tensions, and renewed hopes for interest rate cuts cheered investors as they headed to the celebration of our nation’s 250th birthday. Inclement weather across the country made BBQs and fireworks...

Last Week It has been interesting following the stock market's “Magnificent Seven” over the last few years, as investors found salvation in that narrow group of stocks, like the villagers placed their hopes on the 7 gunslingers in the 1960 classic movie. In the film,...

Last Week The stock market started trading below ground level but finished in outer space. Developments in the war set the negative tone early in the week, as President Trump threatened a renewed barrage and the Iranians shot down a U.S. military helicopter. On a...

Last Week During the Vietnam War, Cat Steven’s wrote the optimistic tune “Peace Train”, suggesting that “something good has begun”. Wall Street has jumped on board that train, believing the party line that the framework to end the conflict with Iran and restore...