Weekly Market Commentary

Cabana’s CEO Chadd Mason shares his unique perspective on the markets here and across the world every Monday.

Chadd Mason

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3 weeks ago

Weakness in Stocks Continues to Coincide with Rising Interest Rates: Market Commentary from Cabana’s CEO – September 7, 2022

Over the past several weeks we have discussed the “stock” market’s failure to re-claim the broad indices (S&P 500, Nasdaq and Dow) 200-day moving averages and the implications of that. In sum, the reversal from that level in mid-August keeps the bear market downtrend intact. Moreover, stocks have now fallen below their 50-day moving average, which… Read the full article.

2 months ago

The Fed Again Raised Interest Rates by 75 Basis Points and Markets Responded Positively: Market Commentary from Cabana’s CEO – July 28, 2022

Yesterday, the Federal Reserve concluded its July meeting and announced another 75 basis point hike to the overnight federal funds rate. This was the consensus expectation and markets responded positively to the initial news. Chairman Powell gave a usual press conference afterward and provided what I believe to be the biggest impetus to move this market… Read the full article.

4 months ago

This Year Has Clearly Been Tough for Most Investors, But What’s Next?: Market Commentary from Cabana’s CEO – May 19, 2022

Last week, we discussed the ongoing market volatility and reiterated just how difficult this year has been for all types of investors. The unabated price declines this year in traditional “safe assets” like U.S. treasuries and corporate bonds is really breathtaking. The coincident selloff in stocks makes this nothing short of a generationally difficult environment…. Read the full article.

5 months ago

A Tough Equity Market Paired with a Historic Bear Market in Bonds Makes for a Uniquely Bad Year for Most Investors: Market Commentary from Cabana’s CEO – May 11, 2022

Equity and bond markets continue to swing wildly, with the ultimate outcome thus far this year ending to the downside. I just read that the S&P 500 is experiencing the worst start to an overall negative year since 1962. Add to that a historic bear market in bonds going on at the same time and you have… Read the full article.

5 months 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.

6 months 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.