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:

Rally, Rinse, Repeat

Last Week: In the Kuby’s Commentary version of “Rally, Rinse, Repeat,” we once again report that the market set new record highs, the economic data was mixed, the battle with COVID-19 raged on, and the politicians were mired in debate over the size and scope of additional stimulus. True [...]

February 16th, 2021|

The Bulls are Back

Last Week: The Bulls are back, and I am not talking about the Chicago Bulls. The stock market rebounded from its brief slump to post its best weekly gains since November, with the S&P 500 bouncing 4.65%. Small cap stocks continued their recent surge, as the Russell 2000 soared [...]

February 8th, 2021|

Bubble Trouble

Last Week: Trading was extremely volatile with the VIX surging over 50% to 33.09 and the S&P 500 shedding 3.31%. It seems worth noting that these spikes in volatility and sell-offs in equities occur regularly and should not be alarming. What is alarming is the continuation of the trend [...]

February 1st, 2021|

Quarterly Commentary 2020 Year End

If anyone thought the economic review was mundane, then 2020 should make you reevaluate that point of view. The fourth quarter of 2020 was perhaps THE most interesting quarter in the economy in modern history. It is quite challenging to develop an economic outlook for 2021 given these extraordinary times. [...]

January 28th, 2021|

New Administration, New Records

Last Week: The stock market reached a new record high on Thursday, fueled by optimism over the Biden administration’s priorities of coordinating a national response to the COVID-19 pandemic, increasing payments to struggling individuals and businesses, and continuing expansive monetary policies. As was the case of most of 2020, [...]

January 25th, 2021|

Mixed Bag

Last Week: It was a mixed bag of tricks and treats for stocks, with the S&P 500 suffering its worst decline since Halloween at -1.5%, while the Russell 2000 gained 1.5%, and 1827 advancing issues outnumbered 1402 decliners.  The dollar, gold, and interest rates were all largely unchanged. I [...]

January 18th, 2021|
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