North Star Investment Management Corp
Kuby's Commentary
A weekly podcast
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North Star Investment Management Corp
Kuby's CommentaryEpisodes
North Star Investment Management Corp
Kuby's Commentary
A weekly podcast
Good podcast? Give it some love!
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Episodes of Kuby's Commentary
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The S&P 500 kicked off the second half of 2024 with its best weekly performance in eight weeks, driven primarily by Big Tech, as the Nasdaq surged 3.5%. Despite this rally, there was notable performance dispersion, with the Equal Weight S&P 5
Last week, the stock market remained relatively flat despite positive economic signals from FedEx and an expected inflation report. Consumer discretionary spending showed signs of weakness, suggesting potential Fed rate cuts in 2024, though the
Last week saw a significant trading volume spike due to Friday’s “triple witching” event and annual index rebalancing, with $5.5 trillion in options expiring. The S&P 500 advanced 0.6%, setting its 31st record high of 2024, despite modest pro
The information provided in this commentary is not an offer to sell or the solicitation of an offer to purchase any security, product, or brokerage service. The information is not intended to be used as the basis for investment decisions, nor s
Last week, mega-cap momentum stocks concealed broader market weakness, with hawkish Federal Reserve comments and disappointing Salesforce results driving declines. However, the week ended positively as the PCE Price Index aligned with a downwar
Last week, the S&P 500 extended its rally despite underlying weaknesses across most equity sectors, with notable strength only in mega-cap technology stocks like Nvidia. The broader market saw more declining than advancing issues, with the Dow
The information provided in this commentary is not an offer to sell or the solicitation of an offer to purchase any security, product, or brokerage service. The information is not intended to be used as the basis for investment decisions, nor s
Last week's market rebound continued for the third consecutive week, nearly recovering April's losses, buoyed by optimistic earnings reports and expectations of 2024 Fed interest rate cuts. Despite some lagging earnings from capital equipment c
Last week, Wall Street saw a positive turn with strong earnings reports, a slightly dovish tone from the Federal Reserve, and softer job data leading to a rally in equity markets. Despite lower-than-expected job gains and a slight increase in u
Last week, the market saw a minor pullback rather than a significant correction, with gains in major indices like the S&P 500 and Nasdaq Composite. Small and mid-cap sectors lagged behind due to concerns about economic challenges and interest r
Last week, the stock market faced significant pressure, with the S&P 500 extending its losing streak to six days, leading to its worst weekly performance in over a year and entering correction territory. Geopolitical concerns and disappointing
Last week, amidst Wall Street's worst performance since October, gold emerged as a refuge, historically attracting investors during crises. The market downturn stemmed from a hotter-than-expected CPI report and geopolitical tensions, compounde
Investors faced a challenging start in April, marked by market declines driven by strong economic data and Fed's stance on interest rates. Energy price spikes and bond market turbulence added to inflation concerns. Despite positive economic ind
In March, Wall Street witnessed a bullish run with record highs in the S&P 500, supported by small and mid-cap stock outperformance, marking a strong end to the first quarter. Investors are encouraged to consider small-cap allocations due to po
Investors celebrated as the market rebounded strongly, led by Nvidia's optimistic forecast and the Federal Reserve's indication of maintaining interest rates. The S&P 500 surged by 2.3%, its best performance of the year, with other indices also
March came in like a bull for the stock market, with the S&P 500 and Nasdaq reaching record highs fueled by tech stocks and consumer-related issues, driven partly by declining Treasury yields and better-than-expected corporate earnings. Despite
Nvidia's impressive quarterly earnings and robust guidance led to record highs in major indices, driven by "insatiable demand" for its AI chips, briefly pushing the company's valuation above $2 trillion. Despite concerns from the last FOMC mee
Inflation data exceeding expectations led to a modest market sell-off, particularly affecting small caps, but bargain hunters stepped in mid-week. Concerns over Federal Reserve interest rate cuts resurfaced after the CPI and PPI reports, reduci
Market participants received encouraging inflation data after the U.S. Bureau of Labor Statistics revised the Consumer Price Index, showing a 0.2% rise in core consumer prices for December. This, along with a resilient economy and strong earnin
Corporate earnings and U.S. economic data brought positive news, offset by moderately hawkish comments from Federal Reserve Chairman Powell. Strong performances in Health Care, Information Technology, Energy, Consumer Discretionary, and Communi
Investor optimism soared as positive economic data, including a 3.3% growth in the U.S. GDP for Q4 2023, exceeded the expected 2% gain. The core PCE price index rose 0.2% in December, signaling a strong economy with moderate inflation. The S&P
This episode discusses the perplexing contrast between a robust economy and persistently low consumer sentiment over the past 18 months. Recently, the University of Michigan Consumer Sentiment Index showed a significant 13% increase in the firs
In the past week, stocks saw a modest increase due to lower bond yields driven by tame inflation reports, boosting investor confidence in potential Fed interest rate cuts. The Producer Price Index (PPI) fell 0.1% in December, primarily driven
Investors experienced a post-holiday market correction as the S&P 500 fell 1.5%, Nasdaq Composite dropped 3.2%, and Russell 2000 sank 3.8%. Tech sector woes were exacerbated by Apple's analyst downgrades. The bond market mirrored this trend wi
Post-Christmas, the S&P 500 rose 0.3%, Nasdaq gained 0.1%, and Russell 2000 slipped 0.3% with a continuing Santa Claus rally. Despite modest gains and lower trading volume, most sectors ended positively, except for Oil & Gas. The 10-year Treasu
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