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TACT

Bears Hibernating

Last Week: It was a pretty quiet news week, as the Wall Street Bears remained in hibernation, while the Chicago Bears emerged (a win is a win). As we moved into the ninth inning of earnings season, the blended (combines actual results for companies that have reported...

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Witch Way is Up

Last Week: Despite a mixed bag of news, investors were treated to a Halloween rally that saw the S&P 500 gain 1.47% to set a new record high. The yield on the Ten-Year Treasury trickled down 7 basis points to 1.73% and the U.S. Dollar held steady. Apparently the...

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Baby Steps

Last Week: The market opened modestly higher Monday morning in response to the shift away from imposing tariffs on Mexico over the weekend and then treaded water the rest of the week to register 0.47% gain by the closing bell on Friday. The Ten Year-Treasury rate was...

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Cold Porridge

Last Week: The temperature of the global economic data porridge was cold enough to nudge the stock market pendulum towards risk-off, as the ECB and China both reduced growth forecasts while the U.S. jobs report was downright frigid. Concerns shifted from monetary...

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Wag the Dog Rally

Last Week: The market continued its recent rebound, as the narrative has shifted to include a more dovish Fed policy as well as a positive resolution of the trade war with China. The momentum-based trading models (are there any other trading models these days?) all...

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A Cautious Rebound

Last Week: On Tuesday night, the mid-term elections went pretty much as planned, and the market responded with an impressive rally on Wednesday. Perhaps there was relief that the Democrats didn’t take control of both the House and the Senate, or perhaps there was...

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The Theme Remains the Same

Last Week: Our TIEs (Trade, Interest rates, Earnings) theme remained the dominate narrative, with relatively benign developments on the Trade and Interest rates front and continued spectacular Earnings. Unlike most quarters when analysts make downward revisions to...

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