Insights
Cumberland Advisors Market Commentary offers 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. Our readers appreciate its timeliness, depth of analysis, and quality of research.
Author(s): David R. Kotok | Tue December 24, 2019
We’ve written previously about the new TLRwire service introduced by Philippa Dunne and Doug Henwood. Readers who want to view a sample or subscribe can go here: https://www.tlranalytics.com/subscriptions/tlr-wire. I’m a paying subscriber myself, and I’m recommending TLRwire because I think it…
Author(s): Cumberland Advisors | Sun December 22, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Sat December 21, 2019
In the famous 1939 movie Gone with the Wind, Scarlet O’Hara (Vivien Leigh) delivers this poignant entreaty to Rhett Butler (Clark Gable): “Where shall I go? What shall I do?”
Author(s): Gabriel Hament | Fri December 20, 2019
Over the last few decades, trust in key public institutions has been eroding. Here are some recent figures compiled by Gallup (https://news.gallup.com/poll/1597/confidence-institutions.aspx) that document this trend:
Author(s): David R. Kotok | Thu December 19, 2019
Many have written, interviewed, and commented about the passing of Paul Volcker. We particularly like the commentary of Chris Whalen, who knew him better than many and whose family had connections with Paul Volcker over the years. We also note our GIC colleague Catherine Mann’s remembrance…
Author(s): Robert Eisenbeis, Ph.D. | Tue December 17, 2019
“Boring” was how commentators on at least one network characterized the FOMC’s December 11th decision to hold rates constant.
Author(s): Cumberland Advisors | Mon December 16, 2019
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Sat December 14, 2019
Markets greeted the most recent monthly employment report with a rousing cheer and a robust and broadening stock market rally; bonds reacted to an improved outlook based on this report; and interest rates rose while the futures market of the short-term policy rate (fed funds) adjusted to a lower…
Author(s): David R. Kotok | Thu December 12, 2019
The worst-performing US stock market sector in 2019 is energy. In retrospect, we regret that we held a position in it. Our rationale failed so far and the timing was clearly poor. But we did hold energy and we do still do.
Author(s): | Wed December 11, 2019
Following outflows from emerging-market equity funds during the first three quarters of 2019, significant inflows are occurring in the fourth quarter as investor sentiment becomes more positive, anticipating stronger performance for this asset class in 2020.