Cabana’s CEO Chadd Mason shares his unique perspective on the markets here and across the world every Monday.
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Below is a snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. Last week markets (both equity and bond) responded positively to remarks from Federal Reserve Chairman Jerome Powell, which indicated that rates are close to “neutral”. Investors took that to mean that… Read the full article.
Below is a snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. Last week equity markets continued their seven week slide. Thanksgiving did not bring any holiday relief and the October lows are being tested again. All major indices are well below their… Read the full article.
Below is a snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. U.S. equity markets ended last week down despite a rally mid-week. As of Friday, the S&P 500 was down 1.2%, the Dow was down 2.3% and the Nasdaq was down 1.9%… Read the full article.
Below is a snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. True to form, equity markets have begun the process of bouncing from oversold conditions, which developed during the October sell-off. I discussed last week the importance of stock indices regaining their… Read the full article.
Below is a snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. U.S. stock markets closed out the month of October with the largest monthly losses we’ve seen in more than six years. All of 2018’s gains were essentially wiped out over just… Read the full article.
A snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. Last week selling accelerated across all equity markets. This occurred despite relatively strong earnings reports by the majority of companies. Additionally, 3rd quarter GDP numbers beat expectations, coming in at +3.5%. Consumer spending made… Read the full article.
A snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. Equity markets continue to try and stabilize after the sudden drop that began earlier this month. Broad U.S equity markets are now down between 5.5% and 7% since their September highs. Bond yields have… Read the full article.
A snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. The first 10 days of October feel a lot like the first 10 days of February. The Federal Reserve just raised its federal funds rate and interest rates have jumped 20 basis points on… Read the full article.
A snapshot of last week’s market performance and what to watch in the week ahead from Louis Shaff, Cabana CFO and co-founder. The U.S. markets closed out the third quarter with its best quarterly gain since the fourth quarter of 2013. The S&P 500 rose 7.2%; the Nasdaq gained 7.12%; and the Dow Jones was higher… Read the full article.
A snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. The past week saw U.S. equity markets break out to new highs. This was supported by international markets – and emerging markets in particular. It remains to be seen whether this was the result… Read the full article.
A snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. The past week we continued to see volatility in equity markets worldwide in response to the ongoing “trade war” rhetoric. As soon as we heard that the U.S. and China are going to resume… Read the full article.
A snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. Domestic and international equity markets continue to suffer the impacts of the threatened trade war with China. President Trump has not only confirmed tariffs on an additional $200 billion in imported goods, but has… Read the full article.
A snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. U.S. equity markets ended August in the black. This marks five consecutive positive months for domestic equities. Interest rates remained range bound and below 3% on the 10-Year Treasury Bond. This has provided a… Read the full article.
A snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. Last week we continued the conversation on and significance of the divergence in U.S and foreign equity markets. I suggested that the difference in performance had reached extreme levels and that foreign markets needed… Read the full article.
A snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. We have spent the past several weeks discussing the positives seen in the U.S. economy, coupled with the divergence in our markets and international markets. To summarize, strong earnings growth in the United States… Read the full article.
A snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. Last week brought with it great earnings reports from companies here in the U.S. and a test of the January highs by the S&P 500, followed by upside breakouts in the Dow Industrial and… Read the full article.
Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on August 6, 2018 and is presented net of maximum advisory fees and commissions (2%). All Cabana Core Portfolios were up for the week. Our lower beta portfolios led the way,… Read the full article.
Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on July 30, 2018 and is presented net of maximum advisory fees and commissions (2%). The Cabana Portfolios were mixed for the week, all remaining essentially flat for the second straight… Read the full article.
Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on July 23, 2018 and is presented net of maximum advisory fees and commissions (2%). The Cabana Portfolios were mixed for the week. Higher beta assets are beginning to outperform, despite… Read the full article.
Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on July 16, 2018 and is presented net of maximum advisory fees and commissions (2%). Cabana’s Portfolios were mixed for the week. The Alpha Income Portfolio led the way with a… Read the full article.
