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7 months ago

Is the Recent Lack of Volatility Just the Calm Before the Storm? Or a New Healthy Normal?: Market Commentary from Cabana’s CEO – September 18, 2023

As of Friday, major stock indices are churning right at their respective 50 day moving averages. This follows a plethora of economic reports last week. We got inflation data, unemployment and retail sales during the last three days of the week. All of it can be summed up as “in line” or slightly above expectations…. Read the full article.

8 months ago

Major Stock Indices Pull Themselves out of Last Week’s Ditch Ahead of Labor Day Weekend: Market Commentary from Cabana’s CEO – September 2, 2023 

The major stock indices appear to have pulled themselves out of the “ditch” described last week. We saw all big three reclaim their respective 50-day simple moving averages. The rebound came on the back of a plethora of economic reports this week, including the Federal Reserve’s preferred inflation gauge, the Personal Consumption Expenditures Index. We also… Read the full article.

10 months ago

This Week Marked the Suggested End of the Longest Continuous Bear Market Since 1948: Market Commentary from Cabana’s CEO – June 15, 2023  

During the past week we have continued to see positive expansion in market breadth. More and more sectors are participating in the rally that began a month ago and has been supported almost exclusively by a few huge tech companies. In my view, this is a very positive development and strengthens my belief that this… Read the full article.

11 months ago

Threats of a U.S. Debt Default and Another Hot Inflation Report: Market Commentary from Cabana’s CEO – May 26, 2023 

We head into the Memorial Day weekend with no deal on the debt ceiling and another hot inflation report. The Federal Reserve’s favored measure of inflation, the Personal Consumption Expenditures Price Index (PCE), came in above month-over-month and annual estimates. This has resulted in a jump in probability that the Fed will hike rates again… Read the full article.

12 months ago

What is Really Taking Place in the Market? The Ongoing Comparison of Equal and Market Cap Weighted S&P 500: Market Commentary from Cabana’s CEO – May 2, 2023

Year to date, we have seen the major indices (S&P 500, Nasdaq and Dow) move higher on the back of mega cap technology stocks like Apple, Microsoft, Meta and Amazon. We know this because the aforementioned indices are market cap weighted such that the larger the company in the index, the more its performance impacts the… Read the full article.