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

Dow Plunges as Coronavirus Spreads to South Korea, Iran and Italy: Market Commentary from Cabana’s CEO – February 24, 2020

As soon as we mentioned the first sign that the coronavirus was impacting earnings (Apple lowered forward guidance), the virus broke out of general containment in China and began rapidly spreading into South Korea, Iran and Italy. This news provided a significant psychological impetus over the weekend to sell risk assets in the belief that we… Read the full article.

9 months ago

Q4 Earnings Continue to Beat Expectations and Provide Investors with Hope: Market Commentary from Cabana’s CEO – February 11, 2020

U.S. corporate earnings continue to roll in beating expectations on both the revenue and sales side. The S&P 500 earnings growth rate remains at 8% annually, while year over year fourth quarter earnings saw an increase of 0.7% (according to FactSet). This is the first positive YOY quarterly growth in the S&P 500 since 2018…. Read the full article.

9 months ago

The Emotional Stock Market vs. the Wise Old Bond Market: Market Commentary from Cabana’s CEO – February 4, 2020

Last week, we discussed the coronavirus outbreak and implications it might have on markets going forward. I provided some statistics related to previous epidemics and the historical response to those by equity markets worldwide. That data is inconclusive at best. I ended the commentary by pointing out that this current medical crisis (like all worldwide events) does not… Read the full article.