The Month of November was a Big Win for the Stock Market… Let’s See if it Continues: Market Commentary from Cabana’s CEO – December 4, 2023
The stock market finished off a big month on Thursday having recouped all of the losses seen since the end of July. As stated in our last commentary, this has coincided with falling interest rates and the hope that the economy is cooling (but not too much), and the Federal Reserve’s next move will be… Read the full article.
Stocks Have Rallied, but Fundamentals Remain Rocky: Market Commentary from Cabana’s CEO – November 20, 2023
Stocks have continued the rally that began two weeks ago and as of Friday are near the July highs, having erased nearly all the losses seen during the August through October swoon. Part of the recent rally could be due to short covering and oversold conditions existing at the end of October. The rest can… Read the full article.
Each week we try and identify things in the economy (and world) that we believe are important and worth thinking about. Most of the time this is all related to investing and includes objective data. I hope these commentaries are helpful, or at least interesting, even if they are often provided through one person’s lens…. Read the full article.