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.
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- Rob Smith on the Federal Budget
Author(s): David R. Kotok | Mon March 21, 2022
We thank Rob Smith for giving us permission to offer readers his recent commentary about the federal budget logjam and how it was impacted by Covid research funding. Rob, who serves as managing director at Capital Alpha Partners (https://capalphadc.com), covers all dimensions of health care in…
- How Are We Doing?
Author(s): David R. Kotok | Sun March 20, 2022
Here are two charts that enable readers to view…
- Inflation, and Then There Is Inflation
Author(s): Robert Eisenbeis, Ph.D. | Thu March 17, 2022
Milton Friedman is oft quoted as saying that “Inflation is always and everywhere a monetary phenomenon, in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output.” But experience over the past three years suggests that this might not always…
- March 15th: Where's Brutus?
Author(s): David R. Kotok | Tue March 15, 2022
Our recent Sunday morning missive, “Putin’s Mind,” featured a Frontline interview of a seasoned journalist who has the depth and experience to address the issue. Here’s the link for those who missed it: https://www.cumber.com/market-commentary/putins-mind…
- Putin's Mind
Author(s): David R. Kotok | Sun March 13, 2022
Many are asking about the state of Putin’s mind…
- Cumberland Advisors Week in Review (Mar 07, 2022 - Mar 11, 2022)
Author(s): Cumberland Advisors | Sat March 12, 2022
Thank you for watching Cumberland Advisors' Friday, March 11, 2022 Week In Review, an end-of-week update on market conditions, equities & bonds with John R. Mousseau, President, Chief Executive Officer, and Director of Fixed Income, Matthew C. McAleer, Executive Vice President & Director…
- 'Putin's Teapot' Guest Comments from Lyric Hughes Hale
Author(s): David R. Kotok & Lyric Hughes Hale | Tue March 8, 2022
We read the following marvelous column by EconVue Editor-in-Chief Lyric Hughes Hale and immediately asked Lyric for permission to share it with our readers. We thank…
Author(s): David R. Kotok | Mon March 7, 2022
We are in a trifecta. The three elements are as follows:An intensifying shooting war in Ukraine, Russia, and Belarus, with growing ancillary war risks in neighboring countries and regions. We mustn’t ignore Kaliningrad on the Baltic and/or Russian intimidation of Scandinavian…
- Texas Drs. Bottazzi & Hotez!
Author(s): David R. Kotok | Sun March 6, 2022
Virologist Katelyn Jetelina published on February 4th an excellent discussion of two new Covid vaccines — Nuvaxovid (NVX-CoV2373), developed by Novavax, Inc., and Corbevax, developed by Drs. Maria Elena Bottazzi and Peter Hotez of the Texas Children’s Hospital and the…
- Cumberland Advisors Week in Review (Feb 28, 2022 - Mar 04, 2022)
Author(s): Cumberland Advisors | Sat March 5, 2022
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 may include older commentaries that our editors have determined may be…