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5 months ago

Bitcoin Basics

From tech titans to the daily news, there is a lot of buzz about Bitcoin.  While the opinions on its utility, viability and value are varied, it is important to understand some basics about Bitcoin Decentralized. Cryptocurrency is decentralized digital money that is based on blockchain technology.  Decentralized means that there is no central governing… Read the full article.

5 months ago

Technology Moves Forward as Bond Yields Surge: Market Commentary from Cabana’s CEO – February 16, 2021

U.S. and international equity markets continue to move higher, albeit more slowly. Despite a slow rotation into cyclicals, which has been occurring over the past several months, technology continues to move forward. This could be evidence that investors aren’t completely convinced we are on the brink of reopening our society, or that investors truly believe… Read the full article.

6 months ago

Broad Market Indices Reach All-Time Highs Again, This Time Paired with a Stronger Economy: Market Commentary from Cabana’s CEO – January 12, 2021

Equity markets have begun the year in positive territory, continuing the move that started in early November. This is the result of investors projecting additional stimulus on the back of a Biden presidency and a  Democrat-controlled Congress. We are seeing money move into cyclicals like transportation, industrials, and energy. This has occurred at the expense of… Read the full article.

8 months ago

Sector Rotation Proves Transition to Bullish Conditions: Market Commentary from Cabana’s CEO – November 23, 2020

The past week has seen continued rotation into cyclical assets like industrials, materials, consumer discretionary, financials, and even beaten down energy. We have been watching for this since August when we first pointed out the divergence between big tech and everything else. We pointed out then that we would eventually need to see other sectors… Read the full article.

9 months ago

Volatility Continues in the Days Leading up to the Election: Market Commentary from Cabana’s CEO – November 2, 2020

Since October 12, broad equity markets (SPY) are down 7% and have broken through important short-term technical support and the 50-day moving average, just below 340. A test of the all-important 200-day moving average at 312 appears inevitable. Big tech leaders like Amazon and Apple have led the selling. It is generally cause for concern when… Read the full article.

9 months ago

Is Today’s Stock Market Just a Reflection of Ourselves?: Market Commentary from Cabana’s CEO – October 28, 2020

On October 12, the broad U.S. equity market (SPY) came within a whisker of its all-time high reached less than six weeks earlier. The positive stock performance was based on hopes for improving corporate earnings going  forward, an additional stimulus package, and Covid-19 having taken a backseat in our country’s collective conscious. Since then, we have… Read the full article.