Insights
Cumberland Advisors Market Commentary offers insights and analysis on upcoming, important economic issues that potentially impact global financial markets. Our team shares their thinking on global economic developments, market news and other factors that often influence investment opportunities and strategies. Our readers appreciate its timeliness, depth of analysis, and quality of research.
Author(s): David R. Kotok | Fri December 7, 2018
“We’ll not mince words here: The president’s characterization of himself as “Tariff Man” is juvenile and unpresidential. We cannot imagine Mr. Eisenhower, Mr. Kennedy, Mr. Johnson, Mr. Nixon, Mr. Ford, Mr. Carter, Mr. Reagan, Mr. Bush, Mr. Clinton, Mr. Bush or Mr. Obama ever... EVER... making a…
Author(s): David R. Kotok | Thu December 6, 2018
The January 25th GIC-USFSM conference on adaptive climate change, Adapting to a Changing Climate: Challenges & Opportunities, to be held at the University of South Florida Sarasota-Manatee, includes discussion of fires as well as hurricanes.
Author(s): John R. Mousseau, CFA | Wed December 5, 2018
Here’s our first take after the midterm elections. The last three weeks of November have seen a bounce in the bond market, with intermediate and longer bond yields falling after spending most of 2018 rising.
Author(s): David R. Kotok | Wed December 5, 2018
David Kotok of Cumberland Advisors comments on the Trump-Navarro Trade War with China and its consequences for markets.
Author(s): Robert Eisenbeis, Ph.D. | Tue December 4, 2018
In another week the FOMC will have its final meeting of 2018 and its last with the current mix of policy makers. Already, the discussion has turned to what the Committee will do at that and subsequent meetings: Will it proceed with further 25bp increases in the target range for the federal funds…
Author(s): Cumberland Advisors | Mon December 3, 2018
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be…
Author(s): William Witherell, Ph.D. | Sat December 1, 2018
Eurozone equity markets have had a difficult year thus far, losing some 13.2% as of November 28, as measured by the iShares MSCI Eurozone ETF, EZU. While a slowing economy and a 6% weakening of the euro offer a partial explanation of the US-dollar return from these markets, a number of political…
Author(s): David R. Kotok | Thu November 29, 2018
The January 25th GIC-USFSM conference, Adapting to a Changing Climate: Challenges & Opportunities, to be held at the University of South Florida Sarasota-Manatee, is open to the public. The sponsors, including Cumberland, helped so as to allow the cost of registration to be held to $50, a…
Author(s): Leo Chen, Ph.D. | Wed November 28, 2018
Our previous commentary on leveraged ETFs (www.cumber.com/leveraged-etfs/) received many comments from our readers. We would like to thank you for sharing your thoughts and address one common question among many investors: Which is better, margin trading or leveraged ETFs?
Author(s): David R. Kotok | Tue November 27, 2018
“The U.S. accounts for more than a third of the $8 trillion in assets held globally by ultrahigh-net-worth individuals, those with $20 million to invest, according to Boston Consulting. UBS reckons there are probably even more rich individuals in the U.S. than surveys suggest.