Weekly Market Commentary

Weekly Market Commentary

February 19th, 2020 Chadd Mason, CEO The Cabana Group Apple Reports Coronavirus Threat to Tech Earnings have continued to drive equity prices higher throughout the first half of February. This has occurred in the face of a variety of external threats, including...

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Weekly Market Commentary

February 10th, 2020 Chadd Mason, CEO The Cabana Group Q4 Earnings Continue to Beat Expectations and Provide Investors with Hope U.S. corporate earnings continue to roll in beating expectations on both the revenue and sales side. The S&P 500 earnings growth rate...

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Weekly Market Commentary

February 4th, 2020 Chadd Mason, CEO The Cabana Group The Emotional Stock Market vs. the Wise Old Bond Market Last week, we discussed the coronavirus outbreak and implications it might have on markets going forward. I provided some statistics related to previous...

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Weekly Market Commentary

January 27, 2020 Chadd Mason, CEO The Cabana Group Markets React to the Coronavirus Fears Just as quickly as the drumbeats of war with Iran quieted, we became overwhelmed with news of a rapidly spreading potential pandemic coronavirus. The virus started in China and...

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Weekly Market Commentary

January 21, 2020 Chadd Mason, CEO The Cabana Group The Temperature is "Just Right" In recognition of the Martin Luther King Jr. holiday, this commentary is as of Tuesday, Jan. 21.  U.S. equity markets closed last week at new all-time highs. Foreign markets appear to...

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Weekly Market Commentary

January 13, 2020 Chadd Mason, CEO The Cabana Group News-Driven Market Predictions Can Be a Recipe for Disaster What a week! In just about seven days, we (the U.S.) and the world have stepped back from the brink of war with Iran, Iran has shot down a civilian aircraft...

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Weekly Market Commentary

January 06, 2020 Chadd Mason, CEO The Cabana Group Trusting the Markets Among Rising Middle East Tension I hope everyone had a happy and heathy holiday! The older I get, the more I realize that we don’t get do overs in life. Let’s all strive to make 2020 the best year...

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Weekly Market Commentary

December 23rd, 2019 Chadd Mason, CEO The Cabana Group 2019: A Great Year for Investors of all Types On behalf of everyone at Cabana, I would like to thank our clients and investor partners for your continued belief in us. Without you we could not do any of the things...

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Weekly Market Commentary

December 16th, 2019 Chadd Mason, CEO The Cabana Group Investors Welcome a U.S.-China Trade Deal With Open Arms Equity markets around the world continued to grind higher last week and moved up again today. The much-anticipated trade resolution with China came through...

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Weekly Market Commentary

November 25, 2019 Chadd Mason, CEO The Cabana Group Nasdaq and S&P 500 Reach New Highs Markets broke out today after two weeks of digesting the October and November gains. The S&P 500 and the Nasdaq are at new all-time highs. Let’s take a look at how we got...

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Weekly Market Commentary

November 18, 2019 Chadd Mason, CEO The Cabana Group Six Week Market Recap: How Fundamental Data Has Impacted Cabana's Allocation We hosted our monthly advisor webinar on Friday and touched on a variety of tools and resources we have in the works at Cabana, as well as...

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Weekly Market Commentary

November 11, 2019 Chadd Mason, CEO The Cabana Group Money Rotation Continues to be Bullish This past week we saw major U.S. indices tread water at their all-time highs. Underneath the hood, money is rotating from low beta assets such as bonds, real estate, utilities...

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Weekly Market Commentary

The Fourth Quarter Rally We've Been Hoping For The S&P 500 and Nasdaq both closed last week at all-time highs. Several weeks ago, we noted improving conditions, which resulted in our reallocation to add risk assets back on during the week of Oct. 21. Other market...

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Weekly Market Commentary

Week Two of Economic Improvement Last week, we noted overall improvement in underlying economic conditions. That trend has continued. Earnings here in the U.S. have been better than expected, with a number of upside sales surprises. This data suggests that the ongoing...

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Weekly Market Commentary

October 21st, 2019 Improvements at Home and Abroad Relatively strong earnings reports over the past week in the U.S. helped push our major stock indexes back within reach of their all-time highs. Banks and other financial firms brought in stellar reports. This has...

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Weekly Market Commentary

October 14th, 2019 Does the News Really Matter? Equity markets set politics aside last week and focused on renewed hope of a trade deal between the U.S. and China. Initial reports were that the two countries had agreed to a “phase one” (of several) compromise. It was...

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Weekly Market Commentary

October 7, 2019 Chadd Mason The Jury is Still Out Last week saw more of the same volatility that has plagued equity markets since April. Over the past six months there have been no less than five trends encompassing moves up/down in stock prices greater than 5%. These...

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Weekly Market Commentary

September 30th 2019 Eyes Wide Open and the Glass Half Full The past week saw continued selling in U.S. equity markets. The S&P 500 ended slightly more than 2% below alltime highs. Given all the recent impeachment noise, mixed messages regarding our trade with...

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Weekly Market Commentary

September 23, 2019 Fed Cuts Interest Rates Again as We Continue to Keep our Head Above Water During the past week, major U.S indexes reached resistance at summer highs before pulling back and churning 1.3% lower (S&P 500). On Wednesday, Chairman Powell and the...

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Weekly Market Commentary

Market Commentary for the Week Ending 9/13/2019 -Darren Leavitt, CFA It was an exciting week on Wall Street as US markets posted their third weekly advance.  A de-escalation of trade tensions along with new central bank stimulus measures from the ECB and decent...

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Weekly Market Commentary

Market Recap week ending 9/6/2019 -Darren Leavitt, CFA Last week, the markets had their second consecutive weekly advance.  More constructive headlines on trade negotiations between the US and China helped market sentiment.  During the week China announced that trade...

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