Market Outlook

Bidenomics needs a four-legged stool to stand on. The first leg – Jerome Powell and an accommodative Fed. The Biden Administration’s ability to transform the US economy and political system rests on four components: The appointment of a friendly Federal Reserve chairperson, increasing government spending, increasing the debt limit, and the passage of Build Back […]

Cadinha & Co., LLC has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. Cadinha & Co., LLC was honored with a four-star Top Gun rating for its Cadinha Global Portfolio Strategy 60 (GPS60). “We would like to thank Informa Financial Intelligence […]

Volatility across the board drove today’s markets. What is the cause? Our Chief Strategist, Harlan J. Cadinha, discusses how to position portfolios to navigate these choppy waters. Disclaimer: Not all portfolios participate in every trade idea due to clients’ circumstances, portfolio size, or other factors. Some portfolios are managed primarily, or exclusively, with exchange traded […]

Earlier this summer, Cadinha & Co was recognized by Pacific Business News as the largest Financial Asset Manager in Hawaii.  The firm ranked first amongst 18 local firms. The study, conducted by Pacific Business News, was based on S&P Global Market Intelligence Data based on most recent Form ADVs publicly available in the SEC’s registered […]

This current correction may prove to be a buying opportunity if the socialist movement is defeated, or at least minimized. Our Republic is a very unique form of democracy capable of correcting, adjusting, and succeeding on its own. We’re not ready to write it off, but are waiting to see the results of the battle in Washington.

The Quarterly Outlook takes a quantitative look at the trends across four indicators: Interest Rates, Inflation, Real GDP Growth, and Earnings, in order to help us create a picture of the broader macroeconomic environment and the subsequent impact on asset valuation. There is no doubt that the trend leading up to the fourth quarter of […]