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:
About Face
Meta's Face Plant The S&P 500 and Nasdaq Composite bounced back to post their best weekly gains in 2022, advancing 1.5% and 2.4% respectively. Small caps joined the party with the Russell 2000 rising 1.7% although still down 10.8% for the year and 18.0% since...
Opportunities Knocking…Loudly
All about AAPL The selling from the previous week intensified Monday morning with tech stocks bearing the brunt of the pain as the Nasdaq plummeted 4.90%. During afternoon trading all those losses plus another 0.6% were recouped, representing one of the biggest...
Jittery Ride
Vicious Cycle The stock market suffered its worst losses in nearly two years with the declines on Friday sending the S&P 500 tumbling below its 200-day moving average, a key technical support level. It marked the third straight week of losses, with the S&P...
“Sine” of a Sell-Off
Riding the Wave Looking at the graph of S&P 500 last week jogged the memory of a sine wave from middle school math class. A sine wave or sinusoid is any of certain mathematical curves that describe a smooth periodic oscillation. A sine wave is a continuous wave....
Buckle Up
Growth Stocks Slip Growth investors have enjoyed a terrific party for the last five years, with the punch bowl spiked with zero percent interest rates and ultra-accommodative fiscal and monetary policy. During that period, the return on the S&P 500 Growth Index...
New Year, Old Story
New Year New Highs The S&P 500 advanced 1.12%, reaching record highs on Monday and Wednesday. For 2021, the Index set 70 all-time highs, the most in a single year since 1954. Small caps finished the year quietly, edging up 0.34%, while the Nasdaq gained 0.56%. The...
Rocking Around the S&P
How the Grinch Almost Stole the Stock Market On Monday the stock market Grinches smelled the Omicron wave of Covid-19, and declared “Stink, Stank, Stunk” – by Thursday the Santa Claus rally had cleared the air leading to the S&P 500 closing at a record high for...
Santa Claus Sizzle
Grizzly Declines Shortly after we posted last week’s “Where Are the Bears?” commentary, our ursine friends awoke from their slumber Monday morning, mauling investors who had celebrated another record close on the S&P 500 the previous Friday. The twin terrors of...
Where Are the Bears?
Cheer Over Fear With the holiday season approaching, the market produced one of its best weekly returns since Valentine’s Day, as buyers saw silver linings in all the otherwise cloudy news. Showing cheer rather than fear, investors shrugged off the consumer price...
Powell Sings a New Tune
Transitioning from Transitory to Tactical In our commentary from the week of June 21, 2021, we offered the following thoughts concerning Fed Chair Jerome Powell’s description of inflation as being “transitory”: Poor Jerome Powell probably listens to the opening of...
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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.