Kuby’s Commentary

Kuby’s Commentary2018-06-14T15:17:30-05:00

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:

Not So Very Merry Month of May

Last Week: The focus was clearly on trade issues, with bad news bookends from China and Mexico. Early in the week China indicated that it would retaliate to recent U.S. actions by using its 80% dominance of rare-earth metals used in high tech gear. Technology shares suffered further losses, [...]

June 3rd, 2019|

Fluctuations

Last Week: Legend has it that a young man ventured to inquire J.P. Morgan’s opinion as to the future course of the stock market. The alleged reply has become classic: “Young man, I believe the market is going to fluctuate.” From February 2016 until February 2018 the market violated [...]

May 28th, 2019|

Just Another Manic Monday

Last Week: The “candid and constructive” tweet rally from the previous Friday was short-lived as hopes of a trade deal evaporated by Monday morning after China said it would raise tariffs on U.S. goods and President Trump signed an executive order banning telecommunications equipment built by foreign adversaries (aimed [...]

May 20th, 2019|

Tweeting Away the Complacency

Last Week: “He rocks in the White House all day long Hoppin' and a-boppin' and singing his song All the little traders on Wall Street Love to hear the President go tweet-tweet-tweet” Adapted from the Bobby Day classic “Rockin Robin” These are strange times indeed that we live in. [...]

May 13th, 2019|

Be Attentive When Others Are Complacent

Last Week: First quarter corporate earnings continued to hop over the low bar that was set as positive earnings surprises reported by companies in multiple sectors (led by the Health Care sector) were responsible for a decrease in the overall earnings decline to 0.8% from 2.3% the week earlier. [...]

May 6th, 2019|

First Quarter Porridge Warms Up

Last Week: Concerns that the porridge was getting too cold appear to have been unwarranted. The S&P 500 and the Nasdaq Composite hit record highs as strong earnings reports and economic reports fueled investor enthusiasm. Earnings season is about half way over and so far, 80% of companies have [...]

April 29th, 2019|
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