Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

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Cumberland Advisors Week in Review + Digest Nov 20 - Nov 24, 2023

Cumberland Advisors
Sat Dec 2, 2023

Cumberland Advisors Week in Review + Digest


Nov 27 - Dec 01, 2023

Publishing Date: December 02, 2023

Email | About
 
The Cumberland Advisors Week in Review is a digest 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 and/or guest commentaries that our editors have determined may be of interest to our audience. Your feedback is always welcome.
Cumberland Advisors’ Friday, Dec 01, 2023 Week in Review
is available online. Our end-of-week update on markets generally features equities, bonds, and trading highlights. Thank you for joining us.

Matt McAleer on Equities & Bonds
- Small and mid-caps rally
- Equal weighted outperformed cap weighted
- Metals ripped this week
- Constructive economic views may help break through historic resistance levels

John Mousseau & Fixed Income
- 10 year Treasury yields down over 10 bps from last Friday
- Remarkable turnaround in overall bond market tone
- Investors embracing a moderating economy
- Fed unlikely to raise rates further barring any big surprises

Check out this week’s featured chart here: https://mcusercontent.com/d6f020f3bd6a1e2c4eb254e6c/images/bf7b4a40-f790-f686-e6eb-9d6794427abb.png

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
 
 
Catch up on recent Market Commentaries
from Cumberland Advisors
 
 
Outlook on Fed & Interest Rates by David R. Kotok

Excerpt from The New York Times Subscriber Newsletter...  
By Peter Coy - Nov 27, 2023

Outlook: David Kotok
“The flow of new data suggests that rising Fed policy interest rates are becoming less and less likely,” David Kotok, a co-founder and the chief investment officer of Cumberland Advisors in Sarasota, Fla., wrote in a note to clients on Sunday. Federal Reserve policymakers can’t afford to “ease off the rhetoric too soon,” Kotok wrote. “But I have always believed that the correct way to interpret the Fed is to look at what they do and not at what they say.”

Read this quote and more at the New York Times (with subscription) here: https://www.nytimes.com/2023/11/27/opinion/war-israel-gaza-tigray.html
 
 

Cumberland Advisors Private Wealth
 
Cumberland Advisors’ Private Wealth Practice offers institutional-level money management for individual investors. We have a multi-decade history of service to institutional clients – independent non-profits, foundations, qualified retirement plans, and government entities. As a private investor, you can leverage that same expertise in the management of your portfolio. More information is available at our website and in our private wealth digital brochure.
 
 
Camp Kotok Corner
 
Perspectives, News, and/or Resources from Attendees

Camp Kotok
 

Check out this Nov 30, 2023 interview, with longtime Camper Jim Bianco, about the bond market....
 

Jim Bianco joins CNBC to discuss the Current State of the Bond Market

Watch here: https://youtu.be/sSQZDVCtyyc?si=WsHdSFWheHZzY5EI
 
 
Investment Masters Symposium

Sarasota, December 6, 2023
 
John Mousseau speaks at the MoneyShow December 2023
 
Federal Reserve Governor Christopher J. Waller spoke at "Cryptocurrency and the Future of Global Finance" Conference Co-Sponsored by
Cumberland Advisors. Did his predictions hold up?

Watch here: https://youtu.be/brFeiQrHd_8
 
Potential Global Impacts of the Wars in Ukraine and Israel

Dear readers,

We know this is short notice. Here is a free Zoom event titled, "Potential Global Impacts of the Wars in Ukraine and Israel" on December 08, 2023. It's organized by the Global Interdependence Center (GIC), and I've included the registration link below. The keynote speaker is General Phil Breedlove (ret.), former Supreme Allied Commander Europe. He was deeply involved in defense issues in Europe and the Middle East. Please feel free to forward to others.

Hope you can join us. The link to register follows.

Thank you.
-David
 
 

Cumberland Advisors is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a notice filer or where an exemption from such registration or filing is available. This presentation does not purport to be a complete description of our investment services. Please feel free to forward our commentaries (with proper attribution) to others who may be interested. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.

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