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): Gabriel Hament | Wed September 25, 2019
The tax treatment and rules governing donor-advised funds (DAFs) continue to garner attention nationwide. According to the National Philanthropic Trust’s 2018 DAF Report, as of FY 2017 over $110 billion was housed within 463,622 DAFs across 604 community foundations, 345 single-issue charities,…
Author(s): David R. Kotok | Sat September 21, 2019
Many wrote in response to our discussion of the Amazon fires and Brazilian policy. In our original piece, http://www.cumber.com/cumberland-advisors-market-commentary-brazil-amazon-fires/, we were careful to cite sources. We thank all those who sent references and facts and thoughtful answers. A…
Author(s): William Witherell, Ph.D. | Fri September 20, 2019
With just nine market days remaining in the third quarter, international equity markets (those outside the US) are coming to the close of another quarter of high volatility.
Author(s): David R. Kotok | Thu September 19, 2019
Volatility and uncertainty characterized the third quarter of 2019.
Author(s): | Mon September 16, 2019
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…
Author(s): David R. Kotok | Sun September 15, 2019
Bloomberg tweeted early this morning: “BREAKING: Saudi Aramco executives are having an emergency meeting after 10 explosive drones attacked the heart of the kingdom's energy industry.” (https://twitter.com/business/status/1172876148419829760?s=11)
Author(s): David R. Kotok | Sat September 14, 2019
We wrapped up our Labor Day Camp Kotok with a round of excellent on-the-record discussions that we're happy to share with you here.
Author(s): Patricia Healy, CFA | Fri September 13, 2019
The Rise of Separately Managed Accounts – 2019 Update Cumberland has utilized separately managed accounts (SMAs) to execute its fixed-income strategy since its inception in 1973, long before SMAs were popularized in the early 2000s. The reasons for managing money in this fashion are the same…
Author(s): David R. Kotok | Thu September 12, 2019
It’s that date again. Those of my economist friends who escaped the South Tower, as I did, still share special bonds with each other. We were attending the annual conference of NABE (National Association for Business Economics) which, by coincidence, was at the World Trade Center in New York…
Author(s): David R. Kotok | Tue September 10, 2019
Why we bought stocks before Labor Day weekend