Kuby’s Commentary
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:
Are Consumers Gassed?
All Eyes (Including Ours) on Gas Prices Perhaps the best way to describe the current market environment would be to edit the opening of Charles Dickens’ masterpiece “A Tale of Two Cities” by removing all the “best of times” references. "It was the worst of time…it was...
Blue Mood Rising
Steep and Cheap At 3pm ET on Thursday afternoon, apparently some traders gained conviction that the highly anticipated economic releases the following morning were going to paint a bleak picture. Unfortunately, that intuition proved correct, as the CPI report for May...
Hard Rain or Hurricane
Let the QT Commence Rampant pessimism returned from its repose following the Memorial Day holiday, as the airwaves were bounteous with ominous proclamations from high-profile business and government celebrities. Most notably, the sound bite from J.P. Morgan's Jamie...
Losing Streak Snaps, Stocks Crackle & Pop
A Pause in Selling, a Bear Market Rally, or a New Bull Market? The dark bear-shaped clouds lifted and, in the sunshine, the recession-obsessed camp saw signs on economic resiliency and the inflation hawks viewed the silhouette of softening prices. The S&P, which...
Target Tantrum
Eric Kuby, Chief Investment Officer, will be interviewed on TD Ameritrade Network’s The Watch List hosted by Nicole Petallides. To hear North Star’s thoughts on market pessimism as well as our bargain stock picks, tune into the link below at 1:30 PM CT/2:30 PM ET....
Bridge Over Troubled Markets
Consumer Sentiment Crash It was no surprise to anyone watching the news over the last month that the University of Michigan Consumer Sentiment Index for May nosedived back to the lowest levels in eight-years, and approached the nadir reached in the financial crisis...
Bothersome Losing Streak
Dark Clouds Descend The stock market’s losing streak continued into May, as the Dow Jones Average lost 0.2%, its sixth straight declining week, while the S&P 500 also fell 0.2%. Once again, the losses were heavier in the Nasdaq Composite and the Russell 2000,...
Very Cloudy With a Chance of a Silver Lining
FAANG in Flux For the second week in a row, the market was slightly ahead through the Thursday afternoon coffee break only to nosedive into the weekend. By the closing bell on Friday, the S&P 500 had shed 3.27%, the Nasdaq was down 3.93%, and the Russell 2000 lost...
Broken Record
Technical Turnaround All was quiet on the Wall Street front until mid-morning Thursday when suddenly a nasty selling assault was unleashed in all the equity markets. The S&P 500 decline from Thursday’s high to Friday’s close was a brutal 4.7%, resulting in a loss...
Peak Pessimism
A Million Reasons In her 2016 hit ‘Million Reasons,’ Lady Gaga sings: “I've got a hundred million reasons to walk away But, baby, I just need one good one to stay.” That one line captures how easy it is to find recent data points that support pessimism, and yet...
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The North Star InvestCast aims to guide investors on actionable insights in the securities markets. Hosted by Eric Kuby, Chief Investment Officer of North Star Investment Management Corp.