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 MCALEER'S WEEKLY RECAP
Matt McAleer gives us the Week In Review report for the week ending December 07, 2018. What was good? What was poor? How about bonds? Direct from the equities desk is Matt's view of the market. Thanks for joining us. WATCH HERE.
MARKET COMMENTARY
- Today’s Employment Report - David R. Kotok 12/07/2018
- Trump Trade War Tariffs & Markets - David R. Kotok 12/06/2018
- January 25th & California Fires - David R. Kotok 12/05/2018
- The November Bond Market Bounce - John R. Mousseau, CFA 12/04/2018
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FEATURED VIDEO
Cumberland Advisors - Trump Navarro Trade War Consequences.
The video is available here.
IN THE NEWS
-
Washington Post - Dow stages comeback from deep losses fueled by uncertainty
Quoted: David Kotok 12/06/2018
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CNN - Why the stock market is freaking out
Quoted: David Kotok 12/07/2018
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Politico - China Trade War on hold
Quoted: David Kotok 12/03/2018
IN CASE YOU MISSED IT
- Winners and Losers from Global Trade David L. Blond, Ph.D. 3/17/2018
In a grand effort to change the subject of the political discussion from Russia to something else, President Trump fired the opening shots in a new trade war. Not content to destroy the solar industry by adding costs without adding supply to solar panels, or making South Korean washing machines more expensive without making American consumers more willing to buy US made (with foreign parts) machines from the one remaining American producer, President Trump fired off the big guns to try to save what remains of the US steel and aluminum industries with new tariffs. The response was, of course, expected.Over the past twenty years or more I’ve tried to slow the steady erosion of the US industrial base against the tide of history... Continued... - It’s Hot and Getting Hotter – The Case for Adaptive Strategies for a Warming Planet Bob Bunting 08/29/2018
Bob Bunting, a friend, meteorologist, and accomplished professor, has offered his insight on climate change via this guest commentary, It’s Hot and Getting Hotter – The Case for Adaptive Strategies for a Warming Planet. We appreciate his perspective and invite you to join the conversation. Continued...
UPCOMING EVENTS
- Adapting to a Changing Climate From hurricanes to red tide and sea level rise, learn how a changing climate affects the Sarasota-Manatee region and the state of Florida. Expert speakers will discuss the challenges and impact on Florida and other coastal communities while uncovering the adaptive strategies that bring unique social and economic opportunities. The featured speaker is Bob Bunting, CEO Waterstone Strategies/Scientist/Entrepreneur - January 25, 2019 – Selby Auditorium, USFSM , 8:30 am – 3 pm. Lunch is included. Cumberland Advisors is a sponsor and Patricia Healy, CFA, from our firm will discuss "Climate, Municipal Bonds and Infrastructure" with the audience. Details Here.
- 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.
ADDITIONAL RESOURCES
Lessons from Thucydides
David R. Kotok has written the monograph pamphlet, “Lessons from
Thucydides” detailing information asymmetries and their implications for
investors and world affairs. The concept of a Thucydides Trap and its
rise and avoidability (or lack thereof) is often debated and David makes
a case for dealing with them weaving current and historical events into
a comprehensive narrative.
This free monograph also has lessons for President Donald Trump’s trade
policy. Can the United States avoid a Thucydides Trap with China &
Xi Jinping? Will you benefit from the Lessons of Thucydides or fall
victim to a Thucydides Trap? If information is key, you now have a
handbook at your fingertips. Download a copy of this monograph in either
PDF (free) or Kindle ($.99) format.https://www.cumber.com/thucydides/
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