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 | Fri January 25, 2019
We believe one of the Achilles heels of the Trump-Pelosi shutdown war is found in air travel. Growing waits at airports. More “blue flu” sick-outs. TSA workers unpaid. And much more.
Author(s): David R. Kotok | Thu January 24, 2019
We thank many readers for their responses to my January 22 commentary, “Shutdown and Markets” (https://www.cumber.com/shutdown-and-markets/).
Author(s): David R. Kotok | Wed January 23, 2019
The stock market is ignoring the shutdown. The bond market is, too. So, too, are commodities, currencies, precious metals, fine art and other collectibles, sovereign debt, and many other asset classes. Those markets are moving for other reasons and not Federal shutdown.
Why?
Author(s): Cumberland Advisors | Sun January 20, 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): Shaun Burgess | Fri January 18, 2019
Author(s): David R. Kotok | Thu January 17, 2019
Every so often DataTrek puts together an excellent update on the rapidly expanding marijuana industry. DataTrek’s cofounders, Jessica Rabe and Nick Colas, have access to a wealth of information, and they offer it as part of their service.
Author(s): David R. Kotok | Tue January 15, 2019
A fishing buddy (Camp Kotok regular) and thoughtful financial professional Steve Blumenthal opened one of his weekly missives with this paragraph, in which he introduced a commentary from Ray Dalio.
Author(s): Cumberland Advisors | Mon January 14, 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): William Witherell, Ph.D. | Sat January 12, 2019
The Shanghai Stock Exchange was the worst performing major stock market in 2018, with the benchmark Shanghai Composite Index falling 25% over the course of the year. Concerns about a slowing economy deepened in the second half as current indicators surprised on the downside. While many…
Author(s): Robert Eisenbeis, Ph.D. | Fri January 11, 2019
The question has arisen, does the president have the ability to fire the chairman of the Federal Reserve. The short answer appears to be no. But few understand the structure of the Federal Reserve and how, by design, that structure both compartmentalizes and is designed to insulate policy making…