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5 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.

6 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.

6 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.

8 months ago

The S&P 500 Inches Closer to All-Time Highs, Encouraged by Q2 Earnings: Market Commentary from Cabana’s CEO – August 10, 2020

Major equity indices are positive for the year. The Nasdaq is now at all-time highs on the back of blowout performance from Amazon, Google, Facebook and Netflix. These companies, along with the tech sector in general, have thrived amid social distancing and remote working. Technology is the driver of innovation and will continue to benefit as… Read the full article.