Market Commentary

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.

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  • Rob Smith on the Federal Budget
     Author(s): David R. Kotok | Mon March 21, 2022

    Cumberland Advisors Market Commentary-Talk-Bubbles-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

    Cumberland-Advisors-Market-Commentary - How-Are-We-Doing-by-David-R.-Kotok


     

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    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

    Cumberland Advisors Market Commentary - Inflation, and Then There Is Inflation by Robert Eisenbeis, Ph. D.


    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

    Cumberland Advisors Market Commentary - March 15th Where's Brutus by David R. Kotok


    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

    Putin's-Mind-by-David-R.-Kotok


    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

    Cumberland-Advisors-Market-Update-20220311


    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

    Cumberland Advisors Guest Commentary - Putin's Teapot by Lyric Hughes Hale


     

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    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…


  • Trifecta
     Author(s): David R. Kotok | Mon March 7, 2022

    Cumberland Advisors Market Commentary - Trifecta by David R. Kotok


    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

    Cumberland-Advisors-Market-Commentary-Sunday-Texas Drs. Bottazzi & Hotez!-by-David-R.-Kotok


    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

    Cumberland-Advisors-Market-Update-20220304


    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…


 

 

"The mind is not a vessel to be filled but a fire to be kindled."

Plutarch