Eric Kuby

The Big Bad Bond market bared its teeth as rates reversed their recent declines and the yield on the Ten-Year Treasury resumed its push higher.

Reflecting on the current status of the economy and markets, I find myself swaying back and forth on the optimism/pessimism pendulum.

The stock market rebounded from its brief slump to post its best weekly gains since November. #stockmarket #stocks #bullmarket

Earnings season is off to a good start, with 86% of companies reporting results that have exceeded forecasts. #stockmarket

When the market reopens on Tuesday, earnings season will pick up steam, with forty S&P 500 companies reporting results.

Consider what will happen in the economy and in the stock market post-pandemic when household spending catches up with that increase in wealth.

Stocks on the Move #stockmarket #investing #investors #financialadvisors #wealthmanagement #stocks #ETFs #alpha

The U.S. consumer remained significantly more optimistic during the COVID-19 pandemic than during the financial crisis of 2008-2009.

There is light at the end of the tunnel, although my guess is that the tunnel will prove to be about four months long. #vaccine

COVID-19 cases, deaths, vaccines, and therapeutics will remain the most important storylines. #stocks #stockmarket #investor

The economic releases indicated some softness, as new claims for unemployment increased form the second straight week. #stockmarket

We continue to believe that those stocks as well as TIPS and Gold make sense to be included in one’s investment portfolio. #stocks

Volatility vanished and FOMOTINATE (Fear Of Missing Out There Is No Alternative To Equities) poked the bull out of its pen. #stockmarket

It was the worst week in the market since March, with the S&P 500 sinking 5.6% and small caps faring even worse shedding 6.22%. #stockmarket

The White House wants jam before the election but does not want aid for state and local governments to be included. #stockmarket #election2020

Earnings season will pick up speed 96 S&P 500 companies are scheduled to report results for the third quarter. #stockmarket #stocks

A tentative recovery from the pandemic recession could falter unless the federal government supplies additional economic support.

President Trump’s health will clearly dominate the headlines, but an agreement on a stimulus package would certainly share the spotlight.

The most important economic release will come on Friday when The Bureau of Labor Statistics will release the jobs report for September. 

The major market-moving themes for the next 6 weeks will all be at play, with politics probably dominating the headlines this week.

COVID-19 spread and treatments will remain the most important news stories, with some potentially positive developments to look for. 

This rally has been fueled by a combination of relatively inexperienced retail investors and highly sophisticated algorithmic-based trading firms

The bad news is that the economy and the stock market seem vulnerable until confidence is restored. #stockmarket #economy

Whereas Alphabet, Amazon, Apple, Microsoft, Netflix, Tesla, etc. are great companies, there needs to be relationship between their valuations and cash.

Optimism is built on the premise that the financial damage of COVID-19 will largely be contained to 2020. #stockmarket #economy

The S&P 500 gained 1.73% to move back into positive territory for 2020, with Big Tech continuing to dominate the action. #stocks

V is for Victory and Vaccine, as we believe the key to moving beyond the current reality will be the development of a vaccine. #stockmarket

The ongoing Covid-19 news flow continues to overwhelm economic data reports and earnings reports many days. #stockmarket

There’s a great future once we have a COVID-19 vaccine. Until then, be careful and don’t do anything irrational. #stockmarket

Buying historically thinly traded low-priced stocks because their price is rising on extraordinarily high trading volume is a very dangerous game.

We are skating on thin ice with the pandemic, the most challenged economy in over 80 years. #economy #financialadvisors

The big debate has been over what the recovery will look like: V, U, or W shaped? #economy #stockmarket #financialadvsors

What remains to be seen is how bad the multi-trillion dollar indigestion will be when the economy recovers enough to take the candy bowl away.

When the gloom lifts, look for a nice rebound by this historically outperforming asset class. #stockmarket #financialadvisors #investing

The potential hole in the silver lining is that stocks are currently statistically expensive with a forward P/E of 20.2. #stockmarket #equities

Buying stock in companies that are still profitable despite the Covid-19 recession looks pretty attractive. #stockmarket #financialadvisors

Given all the bad news, the stock market performed reasonably well, with the S&P 500 slipping 1.32% and the Russell 2000 gaining 0.32%.

The reduced growth rate in the spread of the virus could be the trigger for hedge funds and trading to flip from sellers to buyers.

The news in the U.S. will be probably be grim this week. That doesn’t necessarily have any predictive value for how the market will react.

My short-term outlook for the stock market is for volatility to persist, with rapidly changing price direction. #stockmarket #investing

Technology results in everything moving faster now. Hopefully the escalator ride back up will also be speedier. #markets #technology

Market Bounces with Ugly Headlines

Market Rally Interrupted on Repeat

The Stock Market Rally Interrupted

The Financial Party Rages On

The Markets Upward Momentum Continues

A Blurry Start to the 2020 Market

The Year of the Lion? There could be some profit-taking as taxes on those gains won’t be due until April 2021. #investing

The FOMOTINA Rally Has Kicked Into High Gear