A Sell-Off with Nowhere Left to Hide: Market Commentary from Cabana’s CEO – January 19, 2022
The long weekend did not soothe bond or stock markets as evidenced by the continued sell-off yesterday. The correction in equities continues coincident with the ongoing drop in bond prices and jump in yields. I like to take things day by day and do not enjoy or value predictions as a rule, but it appears… Read the full article.
Why a Market Correction Can Be Healthy: Market Commentary from Cabana’s CEO – January 11, 2022
Just before Christmas we wrote a commentary suggesting that the easy low volatility investing might be coming to an end after more than a year of the broad equity indices moving up without a correction of more than 5%. Not only is such an unabated move up highly unusual, but it is not particularly healthy… Read the full article.
Looking Back on the Past Two Years: Market Commentary from Cabana’s CEO – January 3, 2022
Well, 2022 is officially here. The last two years have really been a blur to me. I am sure the feeling is pretty much the same for everyone else. I am paid to talk about the markets, so I will. I think it is beyond remarkable that the broad stock indices realized up years… Read the full article.
