I am writing today’s market commentary from Dallas. Tomorrow morning, I have been asked to be a panelist at the Texas RIA Summit. One of the main topics for discussion is how to manage portfolios given the risks anticipated in 2020. I thought I would incorporate my presentation tomorrow with our weekly discussion. The past… Read the full article.
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The Long-Awaited End to a Very Volatile August… What’s Next?: Market Commentary from Cabana’s CEO – September 3, 2019
Last week was the end of a very volatile August. The month consisted of market swings between 2 and 3% daily. U.S. indexes lost between 1.5 and 2% overall. During this time, bond yields plummeted and are now at multi-year lows. There was also inversion in the yield curve, whereby the 2-year Treasury note is… Read the full article.
The First Real Signs of a Trade War with China: Market Commentary from Cabana’s CEO – August 26, 2019
Over the past week, we saw the first real signs of what could be a full-blown trade war with China. The U.S. and China both announced substantial new tariffs on each other, and President Trump then stated that U.S. companies with business in China should immediately find another supplier. Equity markets around the world sold off… Read the full article.
Yield Curve Inversion, Trade Dispute and Weak Economies World Wide…Are We Headed for a Recession?: Market Commentary from Cabana’s CEO – August 19, 2019
Markets continue to be extremely volatile as we head into the second half of the month. This is true of both equities and bonds. Prices are moving up and down more than one percent on a daily basis. Defensive equities like consumer staples, utilities and healthcare have outperformed growth and cyclical stocks since the end… Read the full article.
Investors Rush to Safety as Market Declines Continue: Market Commentary from Cabana’s CEO – August 12 2019
World equity markets remain volatile following the steep selloff that began at the end of July. There was a drop of more than 7% in the S&P 500, followed by a rebound of nearly 5%, followed immediately by a decline of 2%. That broad U.S. index currently sits 4.63% below its late July high. The… Read the full article.
Stock Market Selloff Deepens After Fed Remarks and Trade Negotiation Setback: Market Commentary from Cabana’s CEO – August 5, 2019
As of this writing, stock markets around the globe are taking a beating. The selloff began on Wednesday of last week in response to Federal Reserve Chairman Jerome Powell’s comments indicating that more rate cuts are not planned, and that last week’s 25 basis point cut was simply an “adjustment”. The next day, President Trump… Read the full article.
This week’s commentary is a special one. I hope that you enjoy it as much as I did working on it. Last week much of our Cabana team traveled to New York to meet with WisdomTree and their principals. I have always been an admirer of the company and a big believer in the economic… Read the full article.
Markets around the world have remained subdued over the past week as equities and bonds have traded within a tight range, just below all time highs in the case of the S&P 500. The 10 Year Treasury Yield is rangebound between 2% and 2.10%, causing bonds and other interest rate sensitive assets to tread water…. Read the full article.
Markets Hit New Highs in the Wake of Last Week’s Fed Remarks: Market Commentary from Cabana’s CEO – July 15, 2019
Chairman Powell walked the line between giving too much and too little in the way of monetary accommodation during prepared remarks to Congress last week. Markets have responded positively and are at all-time highs. We will see if we get follow through after the Fed meeting later in the month and a decision on a… Read the full article.
It is a monumental day at Cabana as we officially roll out our refreshed and enhanced website and brand. We’re the same great company, of course, just a little better looking. Our New Brand You may have noticed our new logo(s) over the past few months. While a brand is much more than a logo,… Read the full article.
By: G. Chadd Mason, CEO and co-founder Since the very beginning, our firm has believed that if you invest your money wisely, with a strong team and thoughtful tools working to protect you, you can and will succeed. I have always said that to help people succeed means to help them find freedom to live… Read the full article.
To Cut Rates or Not to Cut Rates, That is This Week’s Question: Market Commentary from Cabana’s CEO – July 8, 2019
On behalf of everyone at Cabana, I hope all our clients and advisor partners had a wonderful holiday weekend with family and friends. The 4th of July is my personal favorite holiday. Not only is it a great excuse to get outside, but it is a stress-free day spent celebrating our country and having some fun… Read the full article.
Markets Rally with Hopes of a U.S.-China Trade Deal: Market Commentary From Cabana’s CEO – July 1, 2019
Below is a snapshot of last week’s market performance and what to watch in the weeks ahead from Chadd Mason, Cabana CEO and co-founder. Last week, and the entire month of June for that matter, ended on a strong note. The S&P 500 recovered almost all the May losses and stands just below all-time highs…. Read the full article.