01/05/2026
No Tears or Fear for Investors | Kuby's Commentary for January 5, 2026
Read the blog here: https://nsinvest.com/no-tears-or-fear-for-investors/
Listen to our podcast: https://open.spotify.com/episode/3CFdVJwMXHXKzQ2l2JLVcH?si=lKpUBKeDSgSutqFJy9b0mA
Weekly Stock Market Updates from North Star
Stocks ended the year with double-digit gains despite no Santa Claus Rally. Stable rates, strong earnings, rising gold prices, and key economic data shape the outlook for 2026.
12/22/2025
Decking the Halls, Not the Tape | Kuby's Commentary for December 22, 2025
Read the blog here: https://nsinvest.com/decking-the-halls-not-the-tape/
Listen to our podcast: https://open.spotify.com/episode/102eO6RyetoiLAsBeG1cZg?si=Vv3cWHSZRniH3dO588U2pg
Weekly Financial Market Updates from North Star
Heavy trading volume driven by triple witching failed to move markets meaningfully, as stocks finished mostly flat, yields eased, and investors turned their attention to holiday trading and the potential for a Santa Claus rally.
12/15/2025
A Cut by Any Other Name | Kuby's Commentary for December 15, 2025
Read the blog here: https://nsinvest.com/a-cut-by-any-other-name/
Listen to our podcast: https://open.spotify.com/episode/3fQu8HwJ8cyKikOJ7ATtVp?si=Qf5w6zAQRfqBmtp46jZm9A
Weekly Financial Market Insights from North Star
Small caps rally as markets embrace a dovish spin on a hawkish Fed rate cut. Treasury bill purchases, rising gold prices, and a steepening yield curve drive last week’s market narrative.
12/08/2025
Waiting for Wednesday | Kuby's Commentary for December 8, 2025
Read the blog here: https://nsinvest.com/waiting-for-wednesday/
Listen to our podcast: https://open.spotify.com/episode/3tFptuxeNUFVtiD85OIFIl?si=T7X8RKpmQ6a_LpSmc1QmcA
Weekly Financial Market Updates from North Star
Markets started December with modest gains as cooling inflation and soft jobs data boosted odds of a Fed rate cut. All eyes now turn to Wednesday’s FOMC decision.
12/01/2025
Gobbling Up Gains | Kuby's Commentary for December 1, 2025
Read the blog: https://nsinvest.com/gobbling-up-gains/
Listen to our podcast: https://open.spotify.com/episode/3SIIDt08TjdDhjHfbgkPtv?si=mGOk_OMQS7afceTuLgAoLw
Weekly Financial Market Updates from North Star
Stocks posted their best Thanksgiving week in over a decade as tech, small caps, gold, and easing yields lifted markets ahead of key PCE and sentiment data.
11/24/2025
Fear Reappears | Kuby's Commentary for November 24, 2025
Read the blog here: https://nsinvest.com/fear-reappears/
Listen to our podcast: https://open.spotify.com/episode/5Oa42geFged8rK5qVat4h7?si=uwDjHzKGQOygOpLlqwGI-w
Weekly Financial Market Updates from North Star
Volatility surged as markets logged their worst week since October. Nvidia’s strong earnings couldn’t lift AI stocks, and Fed uncertainty sent the VIX up over 30%.
11/17/2025
Boom, Bust, or Just a Breather? | Kuby's Commentary for November 17, 2025
Read the blog here: https://nsinvest.com/boom-bust-or-just-a-breather/
Listen to our podcast: https://open.spotify.com/episode/2DMwln5RCNsAAE7Pdradyn?si=Hqic5iXuTPSyetHIbUB5Zw
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Weekly Financial Market Updates from North Star
Markets turned choppy as AI enthusiasm cooled and the Fed signaled caution. Small caps lagged, volatility rose, and investors questioned whether this is boom, bust, or a breather.
11/10/2025
Tough Sledding | Kuby's Commentary for November 10, 2025
Read the blog here: https://nsinvest.com/tough-sledding/
Listen to our podcast: https://open.spotify.com/episode/5AA27RMcWjuTWW0wH6z9Rh?si=5Rmria6eQbqyvRst_noarw
Weekly Financial Market Insights from North Star
Markets slipped as early November brought both snow and a chill to investor sentiment. The Nasdaq fell 3% and Bitcoin 6.9%, while a 10% spike in the VIX signaled risk-off trading despite strong corporate earnings and prospects for lower rates.
10/27/2025
Earnings Power Meets Policy Patience | Kuby's Commentary for October 27, 2025
Read the blog here: https://nsinvest.com/earnings-power-meets-policy-patience/
Listen to North Star's podcast: https://open.spotify.com/episode/5wNUicMiSgcFcOP9dhbZGo?si=C6TZn1nnQEuzLHsv33MiAg
Weekly Financial Market Updates from North Star
Strong earnings, easing inflation, and renewed trade optimism lifted markets to record highs as investors anticipate a Fed rate cut and steady Treasury yields.
10/13/2025
Liberation Day Revisited | Kuby's Commentary for October 13th, 2026
Read the blog here: https://nsinvest.com/liberation-day-revisited/
Listen to our podcast here: https://open.spotify.com/episode/3MPf0iEbvBMLCNTMmOU3CF?si=RKsyI1VFTma4Ym_X5PgwNQ
Weekly Financial Market Updates from North Star
U.S. markets tumbled last week as Trump’s renewed tariff threats against China sparked a sharp selloff. Gold hit record highs, Treasury yields fell, and investors brace for the start of earnings season and key trade negotiations.
10/06/2025
Washington Argues, Wall Street Trades | Kuby's Commentary for October 6, 2025
Read the blog here: https://nsinvest.com/washington-argues-wall-street-trades/
Listen to North Star's podcast here: https://open.spotify.com/episode/2dacmVBNo5rdPGOG38t12M?si=25wc4bx4SmuFi2amXj0PfA
Weekly Financial Market Updates from North Star
Markets rose to record highs despite a U.S. government shutdown and soft jobs data, with Health Care leading gains and gold nearing $4,000. Investors continue to downplay growing economic and geopolitical risks.
09/08/2025
Gold Rush, Jobs Bust | Kuby's Commentary for September 8, 2025
Read the blog here: https://nsinvest.com/gold-rush-jobs-bust/
Listen to our podcast: https://open.spotify.com/episode/2wS6Dek6m0UR9BQajnaFfn?si=8vGHacynTVypSbwY8hVmXw
Weekly Stock Market Updates from North Star
Markets posted modest gains last week as weak job growth fueled Fed rate cut hopes but also raised recession concerns. Gold surged to record highs, Treasuries rallied, and tariffs faced new legal uncertainty, while tech led the way with Alphabet’s antitrust win.