The Cumberland Advisors Week in Review + Digest is a compendium of news, commentary, and opinion from or of interest to 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 and/or guest commentaries that our editors have determined may be of interest to our audience. Your feedback is always welcome.

The latest Cumberland Advisors’ Week in Review Video is now available online. Our end-of-week update on markets generally features equities, bonds, and trading highlights. Thank you for joining us.     Watch the latest update on YouTube: Cumberland Advisors’ Week in Review Access past video updates including the most recent via this YouTube Playlist URL: https://www.youtube.com/playlist?list=PLu1JZIQ1mPrtx_q7i_C9FWN-cb9f594C1   Please send any feedback from today’s email/video to Matt McAleer. You can reach him at: Email: [email protected] Twitter: https://twitter.com/matthewcmcaleer LinkedIn: https://www.linkedin.com/in/matthew-c-mcaleer/ Call Matt: (800) 257-7013 ext. 346 Other questions or comments? Email us at [email protected] or give us a call at (800) 257-7013 Have a great weekend, Cumberland Advisors

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Catch up on recent Market Commentaries from Cumberland Advisors

Featured Commentary: The Hidden South America Oil War & The enerGY Spread   by Samuel Rines, Managing Director, Corbu Mon Dec 04, 2023 Bottom Line: The result of the Venezuela referendum on seizing Guyana territory was a resounding “yes”. Why does it matter? A VZ / GY conflict has the potential to cause a few nuances to emerge global crude markets. It is not about War in the Middle East or OPEC (-) or supply and demand dynamics, it is about the spreads. The enerGY Spreads are where things could get spicy. After a war in the Middle East and OPEC(-) meeting failed to generate sufficient interest, what are the plays for a VZ / GY conflict catalyst? Probably not headline WTI / Brent. Bet the enerGY spread(s). Sam's analysis continues at link below: https://www.cumber.com/market-commentary/hidden-south-america-oil-war-energy-spread

Camp Kotok Corner   Perspectives, News, and/or Resources from Attendees

Annual outlook season has begun in earnest on Wall Street by Cameron Dawson, CIO NewEdge Wealth Mon Dec 04, 2023   Annual outlook season has begun in earnest on Wall Street. Strategists from around the Street have started publishing their predictions for the S&P 500 next year, and though there are ample critiques about using single point estimates for markets (mostly because it ignores the path that markets can take over the course of the year), it is helpful to understand the logic and drivers behind these different takes on the market. Much like the separated Scottish Highlander soldiers in the classic song Loch Lomond, we observe that some analysts have taken the high road (predicting a 10% or more increase in the S&P 500 next year), while others have taken the low road (predicting a 10% or more decline in the S&P 500 next year). The current high road forecast is for 5,100 on the S&P 500 next year, while the low road forecast is for 4,200 on the S&P 500 next year. Cameron's outlook continues along with charts at the link below: URL: https://theoneread.beehiiv.com/p/bitcoin-continues-huge-rally

If you enjoyed Cameron's analysis, you can see her participate along with other's during the August 2023 Camp Kotok Talk featured below.

Watch the speaker series here: https://www.youtube.com/watch?v=xitBOevL09Y&list=PLu1JZIQ1mPrtccahhVDZHfSlskDIsPTR2

Check out videos we've produced and other conversations shared by attendees:   https://www.youtube.com/playlist?list=PLu1JZIQ1mPru-W_DRKC3jThk3kIrY-4Hv

 

 

 

 

 

 

 

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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.