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2 years ago

Investing Is Like Buying a House… Or is It? Maybe It Should Be: Market Commentary from Cabana’s CEO – May 6, 2022

I spend a fair portion of time working and talking with my advisor partners about the markets, about Cabana’s methodology, and how we are communicating with clients. As you might suspect, we spend more time discussing these things when markets become difficult, and clients see portfolios drop in value as assets get repriced throughout the… Read the full article.

2 years ago

A Closer Look at the Current Investment Climate (the Good and the Bad): Market Commentary from Cabana’s CEO – April 14, 2022

Overall, market conditions remain very difficult. We are mired in a storm of runaway inflation and concurrent historic rise in interest rates, a simultaneous selloff in stocks and bonds, geopolitical uncertainty putting additional upward pressure on interest rates and downward pressure on global growth, and finally a rapid transition from extraordinarily accommodative monetary policy to… Read the full article.

2 years ago

The Much-Anticipated March Federal Reserve Meeting and the Market’s Reaction: Market Commentary from Cabana’s CEO – March 24, 2022

The much-anticipated March Federal Reserve meeting concluded last week, and Chairman Powell announced a 25 basis point increase in the Fed’s target funds rate. This was widely expected and is the first increase since 2018. More importantly, Chairman Powell said that the Board was prepared to aggressively address inflation pressure by continuing to raise rates… Read the full article.

2 years ago

Tomorrow’s Fed Announcement May be a Turning Point (For Better or Worse): Market Commentary from Cabana’s CEO – March 15, 2022

As atrocities continue in Ukraine, the world of finance will momentarily turn its attention to the U.S. Federal Reserve tomorrow. It is widely expected that the Fed will announce its long anticipated decision on raising interest rates in an effort to normalize monetary policy after years (actual years) of stimulus. It began with the financial… Read the full article.

2 years ago

Caught in an Economic and Political Crosscurrent: Market Commentary from Cabana’s CEO – February 22, 2022

Difficult market conditions persist, with the Russia/Ukraine dispute front and center following Russia’s decision to “recognize the independence of” disputed territories in eastern Ukraine. As such, they moved incrementally towards a more significant armed conflict. The U.S. and European allies have responded with sanctions including Germany’s stopping the Nord Stream 2 gas pipeline from Russia…. Read the full article.

2 years ago

Will Last Week’s Up Trend Continue Through Year’s End?: Market Commentary from Cabana’s CEO – December 13, 2021

We ended last week’s commentary with a look at the major stock indices and pointed out that, despite an all-out sell off over the past few weeks, the broad market (S&P 500, Dow Jones and Nasdaq) held important technical support at the 50-day and 200-day moving averages. This supported the view that bulls still held the stronger hand and… Read the full article.

2 years ago

Investing is Easy… Until It’s Not: Market Commentary from Cabana’s CEO – December 6, 2021

The last week certainly falls into the not so easy category when it comes to investing. Equities of all types have sold off… hard. Small caps and technology have gotten the worst of it, but that is largely due to the blue chips and industrials underperformance over the past several weeks. All major indices have fallen from 5-10% in the rush to exit risk assets. The culprit is alleged to be a combination of the Covid-19 Omicron… Read the full article.