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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10 months ago

This Week Marked the Suggested End of the Longest Continuous Bear Market Since 1948: Market Commentary from Cabana’s CEO – June 15, 2023  

During the past week we have continued to see positive expansion in market breadth. More and more sectors are participating in the rally that began a month ago and has been supported almost exclusively by a few huge tech companies. In my view, this is a very positive development and strengthens my belief that this… Read the full article.

10 months ago

Threats of a U.S. Debt Default and Another Hot Inflation Report: Market Commentary from Cabana’s CEO – May 26, 2023 

We head into the Memorial Day weekend with no deal on the debt ceiling and another hot inflation report. The Federal Reserve’s favored measure of inflation, the Personal Consumption Expenditures Price Index (PCE), came in above month-over-month and annual estimates. This has resulted in a jump in probability that the Fed will hike rates again… Read the full article.

11 months ago

What is Really Taking Place in the Market? The Ongoing Comparison of Equal and Market Cap Weighted S&P 500: Market Commentary from Cabana’s CEO – May 2, 2023

Year to date, we have seen the major indices (S&P 500, Nasdaq and Dow) move higher on the back of mega cap technology stocks like Apple, Microsoft, Meta and Amazon. We know this because the aforementioned indices are market cap weighted such that the larger the company in the index, the more its performance impacts the… Read the full article.

1 year ago

Stocks Move Lower in February, Interest Rates Rise and Caution Remains at the Forefront of Investors’ Minds: Market Commentary from Cabana’s CEO – March 3, 2023

Stocks moved lower in February as interest rates rose. This is a pattern that has been in place for over a year now – stocks fall when rates rise and vice versa. Bond yields peaked in October, leading to a rally in stocks that continued (albeit rocky) through the end of January. Since then, yields have jumped from 3.39%… Read the full article.