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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8 months ago

Volatility and Impact from Rising Yields Continues: Market Commentary from Cabana’s CEO – March 10, 2021

Volatility remains elevated across all markets as investors seek some equilibrium between forecasted growth and rising interest rates. Money continues to rotate out of technology and into traditional cyclical sectors, including energy, financials, and industrials. The Nasdaq has been down several weeks in a row and, despite a big rally yesterday, the trend continues. As… Read the full article.

8 months ago

Technology Moves Forward as Bond Yields Surge: Market Commentary from Cabana’s CEO – February 16, 2021

U.S. and international equity markets continue to move higher, albeit more slowly. Despite a slow rotation into cyclicals, which has been occurring over the past several months, technology continues to move forward. This could be evidence that investors aren’t completely convinced we are on the brink of reopening our society, or that investors truly believe… Read the full article.

9 months ago

Broad Market Indices Reach All-Time Highs Again, This Time Paired with a Stronger Economy: Market Commentary from Cabana’s CEO – January 12, 2021

Equity markets have begun the year in positive territory, continuing the move that started in early November. This is the result of investors projecting additional stimulus on the back of a Biden presidency and a  Democrat-controlled Congress. We are seeing money move into cyclicals like transportation, industrials, and energy. This has occurred at the expense of… Read the full article.