Cumberland Advisors Week in Review (Nov 19, 2018 – Nov 23, 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 of interest to our audience. Your feedback is always welcome.



Matt still says we have to “Embrace the Grind!” In this Week In Review for November 19-23, 2018, our Director of Equity Strategies for Cumberland Advisors shares his thoughts on the market’s gyrations and some of what guides him in his decision making. “Be very careful of anybody who appears to have a market all figured out. We know if somebody is too sure of their opinion, they’re going to get carried out in a box,” says McAleer. WATCH HERE.






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Market Lacks Bear Market Recession Forecasting Element, Kotok Says.



David Kotok, chairman and chief investment officer at Cumberland Advisors, examines the tech stock selloff and what it means to the broader market. He speaks on “Bloomberg Daybreak: Americas” with hosts Alix Steel and Jason Kelly.

The video is available here.











    • In South America: Mendacity versus Perspicacity

      David Kotok 6/01/2016

      We characterize the South American disease as the frequently reasserted gravitational pull of mendacity when perspicacity is required instead to power a social, political, and economic liftoff. We ask, can perspicacity prevail over mendacity in South (or Central, for that matter) America? Over a century of history suggests it cannot. Country after country has fallen victim to dictatorship, military coups, a culture of corruption, and governments that oppress. That has been the persistent theme since the first Spanish conquests, Portuguese colonization, French exploitation, and subsequent independence. Heroic figures like Simón Bolívar and José de San Martín attempted liberation but failed to create a sustainable model. They did help create national identities for countries and regions that now bear their names. They sponsored perspicacity. Continued…





  • U.S. Manufacturing in a Global Context

    Save the Date! GIC is returning to Sarasota, FL on Friday, February 1, 2019 to partner with the Financial Planning Associates of the Suncoast and Cumberland Advisors. Join us at the Sarasota Yacht Club as we welcome Bill Strauss, Senior Economist and Economic Adviser of the Federal Reserve Bank of Chicago, for a presentation on U.S. Manufacturing in a Global Context. Strauss is a senior economist and economic adviser in the economic research department at the Federal Reserve Bank of Chicago, which he joined in 1982. His chief responsibilities include analyzing the current performance of both the Midwest economy and the manufacturing sector for use in monetary policy.Details Here.

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Cumberland Advisors Market Commentaries offer 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.