Cabana’s CEO Chadd Mason shares his unique perspective on the markets here and across the world every Monday.
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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.
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.
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.
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.
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.
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.
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.
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.
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.
Seeing as we are nearly halfway through the year, I believe it is worthwhile to take a moment (or two) to review the asset classes we invest in and how they are impacted by various market indicators. As a result of this, I hope to provide a better idea of where we stand in relation… Read the full article.
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. The rebound from the May selloff continues. After dropping 6.4% in May, the S&P 500 has reclaimed 4.5% of that loss in just the first two weeks of June. In doing… Read the full article.
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’s commentary noted that the stock market was at a critical juncture. All relevant U.S. indexes had fallen below their respective 200-day moving average in the face of the escalating… Read the full article.
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. The U.S. equity market selloff has continued for the third straight week. All major indexes are now below their 200-day moving averages. In just one month, the Dow and S&P 500… Read the full article.
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. Disclaimers: This material is prepared by Cabana, LLC(d/b/a “Cabana Asset Management” & “Cabana Retirement Solutions”) and/or its affiliates (together “Cabana”) for informational purposes only and is not intended to be… Read the full article.
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. Domestic and International equity markets continue to digest the impact of the U.S. and Chinese tariffs on GDP across the world. After dropping more than 5% during the first few weeks… Read the full article.
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. What a difference a week can make! The trade war with China is back on… big time. President Trump slapped an additional 15% tariff on more than $200 billion worth of… Read the full article.
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. Earnings reports have been released for 390 of the 500 S&P 500 companies. According to FactSet, 76% have beaten estimates. That is a pretty good percentage and supports the increase in… Read the full article.
Today I said goodbye to my cousin Ben. He was 37 years old and leaves behind a five-year-old son, Anthony. Ben was beautiful, smart, funny and one of the greatest dressers of all time. He made everyone in the room feel special and his smile was as infectious as it was sly. Like me, he… Read the full article.
