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:

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 debt, and uncertainty over additional fiscal [...]

September 7th, 2021|

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 interest rate increases are contemplated in [...]

August 30th, 2021|

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. financial markets. The most [...]

August 23rd, 2021|

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 confidence plunged, and political wrangling in the [...]

August 16th, 2021|

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 the earnings front, [...]

August 9th, 2021|

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 8.72% last week. [...]

August 2nd, 2021|
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