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:

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 Eric Clapton’s song “Pretending” every morning and wonders “how [...]

December 6th, 2021|

Black Friday

Sale! Sale! Sale! All was quiet on the Wall Street front prior to the Thanksgiving holiday, with a modest rally triggered Monday morning after President Biden renominated Federal Reserve Chairman Jerome Powell for a second term. The economic data was in-line with expectations, as consumer spending rose 1.3% and [...]

November 29th, 2021|

Holiday Mixed Bag

All Eyes on Inflation Investors were concerned by COVID-19 related developments in Europe, where Austria announced a full national lockdown due to a spike in cases, and Germany mandated new restrictions for unvaccinated people. In the U.S. the number of daily new cases continued to trend higher, reaching the [...]

November 22nd, 2021|

Inflation Rises and Confidence Dives

On the Up and Up Inflation looks like it is running, as the lyrics from AC/DC go, “hot” and demanding we “pay the price” for this “problem child.” The stock market finished lower for the week with those escalating inflation fears and related slumping consumer confidence dominating the headlines. [...]

November 15th, 2021|

Happy Days Are Here

531,000 Jobs In 1929, just prior to the Great Crash of the New York Stock Market, Milton Ager, and Jack Yellen recorded, “Happy Days Are Here Again.” Happy days are here again The skies above are clear again So let's sing a song of cheer again Happy days are [...]

November 8th, 2021|

Don’t Fear the Taper

October is Over October finished on a high note, with the stock market having recouped all of September’s losses and reached record highs on Friday. Strong earnings reports from most companies overshadowed near-term weak economic data and disappointing quarterly results from Apple and Amazon. Whereas both of those mega [...]

November 1st, 2021|
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