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11 months ago

Remaining Resilient in the Face of Significant Adversity: Market Commentary from Cabana’s CEO – August 17, 2021

The major US equity market indices have remained resilient in the face of significant adversity, which is a huge understatement. Despite the reemergence of COVID, masks and all-time highs in hospitalizations, buyers continue to step in on each dip. We received an absolutely horrible consumer confidence number on Friday, one of the biggest month-over-month drops in history and the lowest reading… Read the full article.

11 months ago

Despite Strong Earnings, Equity Markets Continue to Struggle: Market Commentary from Cabana’s CEO – August 3, 2021

Equity markets continue to struggle to reach higher ground despite strong earnings. Over the last several weeks we have discussed the relative weakness in many stocks, yet, impressively, stocks have not yet seen a sustained drop. Bond yields are signaling weakness going forward and a preference for safe yield over continued growth. I continue to believe we… Read the full article.

1 year ago

How the Market Reacted to Yesterday’s Federal Reserve Meeting Verdict: Market Commentary from Cabana’s CEO – June 17, 2021

This past week we have seen U.S. equity markets edge up to new highs. The stock market’s performance has continued to impress us since March. In our view, this performance can be attributed to continued positive earnings, upbeat expectations for growth over the next 18 months and a pullback in interest rates following the historic… Read the full article.