Kuby’s Commentary2021-02-17T15:05:56-06:00

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:

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, which slid 1.5% and 1.3%, [...]

May 9th, 2022|

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 of 3.1% for the week. [...]

April 25th, 2022|

Q1 2022 Market Update

During the period, the Dow Jones Industrial Average returned -4.57%, the S&P 500 returned -4.95%, the Russell 2000 returned -7.80% and the Nasdaq 100 returned -9.08%. The U.S. 10Y Treasury Yield ended the quarter at 2.338%. For the first time in two years, the pandemic was not the primary factor [...]

April 18th, 2022|

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 [...]

April 18th, 2022|

When Doves Cry

The $9 Trillion Question The $9 trillion question (size of the Fed’s balance sheet) which is unnerving the financial markets is whether “normal” monetary policy can be restored without crashing the economy. We have recently and frequently heard the argument that since the strength in the markets and the [...]

April 11th, 2022|
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