Cumberland Advisors Week in Review (Jan 06, 2020 – Jan 10, 2020)
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 of interest to our audience. Your feedback is always welcome.
As part of Cumberland Advisors’ continuous effort to maintain strong customer relationships, we offer this week’s short video discussing current market conditions and how we are positioning portfolios.
Matt McAleer talks about his week in trading and John Mousseau joins us for his view on bonds and employment.
* Headline Risk – This week was fraught with it.
* What do we like? Large Cap Growth.
* What concerns us? How quickly Small Caps and Mid Caps fade.
* How/When we look at break out summaries. What tips us off?
* If there’s something that’s bothering us in an otherwise very solid market, it’s that weakness in Small Caps and semi-weakness in Mid Caps.
* John Mousseau talks about Cumberland’s defensive strategy on bonds.
* John also discusses the employment numbers.
Watch in the video player above or at this link: https://youtu.be/5ZwRKgHVUdI
Would you like to leave a comment for John? Contact him or any one of our advisors by following this link: https://www.cumber.com/our-people/ Or email us at firstname.lastname@example.org or give us a call at (800) 257-7013
Have a great weekend and thank you for joining us at Cumberland Advisors.
Matt enjoys your feedback. You can reach him at:
-Link to Matt’s Email: Matthew.McAleer@Cumber.com
-Link to Matt’s Twitter: https://twitter.com/MattMcAleer4
-Link to Matt’s LinkedIn: https://www.linkedin.com/in/matthew-c-mcaleer/
-Call Matt: (800) 257-7013
IN THE NEWS
ESG investing is getting hotter (pun intended). We are watching organizations change their institutional asset allocation to increase their exposure to environmental, social, and/or governance standards that are acceptable to the trustees or boards or donors. Those incoming flows into the ESG space mean higher stock prices for the companies and securities that meet the [Continued…]
We may not like the direction of the world, but our task as investment advisors is to set aside personal and political views when we make buy-sell-hold decisions for client portfolios that we manage. As we proceed into 2020, our US ETF portfolio will continue to be overweight the defense and aerospace subsector of America’s [Continued…]
International equity markets – that is, stock markets outside the US – finished the year robustly, with the iShares MSCI All Country ex US ETF, ACWX, gaining 7% in the 4th quarter on a total return basis. For the year as a whole, ACWX gained 16.5%. While this was less than the US market’s 28.3% [Continued…]
I’ll be speaking at The MoneyShow Orlando, February 6-8, 2020!
During this three-day educational conference for self-directed investors and traders, attendees will receive real-time market and economic analysis, hear hundreds of specific buy/sell recommendations, listen how 150+ experts are adapting their strategies, have an opportunity to test-drive new tools, with a lot more planned by the organizers.
f you’d like to join me, register here to secure your spot. We convene at the Omni Orlando Resort at ChampionsGate in sunny Florida.
My Presentation Schedule:
Additional featured speakers joining me include:
- Steve Forbes, Chairman and Editor-in-Chief, Forbes Media
- Rick Rule, President and CEO, Sprott US Holdings
- Jeffrey Saut, Chief Investment Strategist, Capital Wealth Planning
- Christine Benz, Director of Personal Finance, Morningstar
- Keith Fitz-Gerald, Chief Investment Strategist, Money Map Press
- Howard Tullman, Executive Director, Ed Kaplan Family Institute
- Lindsey Bell, Chief Investment Strategist, Ally Invest
- Sam Stovall, Chief Investment Strategist, CFRA Research
- Tom Sosnoff, Founder and Co-CEO, tastytrade
Learn more at their site, The MoneyShow.
President, CEO, & Director of Fixed Income
Bloomberg Surveillance: Negative Interest Rates with Kotok (Radio Podcast)
Author: David R. Kotok, Post Date: November 27, 2019
Cumberland Advisors’ David R. Kotok talks about negative interest rates, NIRP, and says the European Central Bank’s (ECB) Christine Lagarde has a difficult task right now.
He also discusses China, the pork shortage, and the impact of viruses on the global food supply.
Running time 25:02, David is introduced at the 10:45 mark – Play Episode: https://www.bloomberg.com/news/audio/2019-11-27/surveillance-negative-interest-rates-with-kotok-podcast
Also see David’s Nov 25, 2019 commentary on NIRP: https://www.cumber.com/cumberland-advisors-market-commentary-nirp-lagarde-trump-dickens-holidays/
In Case You Missed It…
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