Chicago: 312-580-0900 | Suburban: 847-831-8831 | Family Office: 312-338-7788| Financial Planning: 312-440-5028 | Benefits: 847-831-8831

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:

Noisy News but Quiet Week

Friend, Foe, or Fiction? The 50-Day Moving Average. Stocks touched their lowest levels in four weeks Friday, with the S&P 500 closing slightly below its 50-day moving average. Some chart-reading traders have expressed concerns that a key support area has been...

read more

Transitory Bears

New Vaccine Mandates The definitions of “transitory” found on the internet range from “of brief duration” to “not permanent.” We believe that the two major economic challenges of inflation and COVID-19 will not be brief or permanent, so perhaps somewhere in the middle...

read more

Cloudy with a Chance of Cloudy

Gloomy or Growth-y? The stock market continues to chug along to new record highs despite the extraordinary challenges presented by the pandemic during the last 18 months, as well as the stiffening headwinds still to be confronted with new variants, a bloated national...

read more

Market Soars on Dovishness

Powell's Policy Persists On Friday, at the Jackson Hole Economic Symposium, Chairman Powell delivered the message that whereas tapering is coming, the Delta variant makes the timing uncertain. He also made it clear that the plan to taper does not suggest that any...

read more

Signs of Strength

Currency, Covid, Chaos, and (Yes) Catalysts In a week of troubling headlines, we take notice that the Dollar reached its highest level of 2021. We monitor the strength of the greenback as a proxy for the world’s perception of the attractiveness and safety of U.S....

read more

Confidence Crackdown

'Stunning Loss of Confidence' So far 2021 has provided an incredibly smooth ride for investors, but the news flow last week suggested some turbulence on the horizon. The Delta Covid-19 variant cases and deaths surged, both consumer and producer prices spiked, consumer...

read more

Two Out Of Three

What You Need to Know Reflecting on the major market-moving storylines, the classic 1977 Meatloaf song, “Two Out of Three Ain’t Bad” comes to mind: (1) corporate earnings were great; (2) the jobs report was very strong; and (3) BUT sadly Covid-19 cases are surging. On...

read more

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...

read more

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...

read more

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,...

read more

Sign up to receive a weekly email with Kuby’s Commentary.

    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

    Kuby’s Commentary & Quarterly Update Archives

    Explore Other Insights

    Quarterly Update

    Market Commentary by Eric Kuby, Chief Investment Officer of North Star Investment Management

    The North Star InvestCast

    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.