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.

 

Market Commentary

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.

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  • Syria
     Author(s): David R. Kotok | Sat April 8, 2017



    A history lesson may be helpful for those who are younger. Google “Hama.” It is a town (actually was a small city). The existing Syrian president’s father killed 20,000 of his own citizens there in 1982. What makes anyone think the present regime is any different? We must remember that the Assad…


  • North Korea and Markets
     Author(s): David R. Kotok | Fri April 7, 2017



    I read the following excerpt in the morning edition of NightWatch for 4 April (This is a subscription service – for details see https://www.kforcegov.com/products/nightwatch/nightwatchdetails/).


  • The Value of Simplicity
     Author(s): Gabriel Hament | Thu April 6, 2017



    Here at our Sarasota, FL headquarters, we are blessed not only with year-round sunshine but also with an arts and cultural ecosystem rivaling that of cities which are orders of magnitude larger, a cluster of academic institutions that attract students from every corner of the country and world,…


  • US-Canada Border. Also Markets.
     Author(s): David R. Kotok | Wed April 5, 2017



    This is a BBC report about US-Canada trade and transit: bbc.com/news/world-us-canada-39449515. Behaviors have consequences, and that is true even among the best of friends.


  • Puerto Rico – First Quarter 2017 Review
     Author(s): Shaun Burgess | Tue April 4, 2017



    “Progress is not an illusion, it happens, but it is slow and invariably disappointing.”  – George Orwell


  • Healthcare Fiasco, Tax Reform, Markets
     Author(s): David R. Kotok | Sat April 1, 2017



    Pundits have hypothesized that the failure of Obamacare repeal and replacement has so undermined Trump that the tax reform–infrastructure–repatriation package is likewise doomed. We disagree.


  • International ETF Review – Q1 2017
     Author(s): Matthew C. McAleer | Fri March 31, 2017



    Our International ETF strategy analyzes fiscal and interest-rate policy and complements that research with trading analytics to determine portfolio risk/reward and valuations. The strategy has the benefit of flexibility in allocation by market cap size and developed vs. emerging markets.


  • Tactical Trend Review, Q1 2017
     Author(s): Matthew C. McAleer | Thu March 30, 2017



    Recognizing strengths and weaknesses among primary asset classes is the core goal of our Tactical Trend strategy. The strategy seeks to identify relative strength and trend strength in an attempt to allocate capital to the strongest asset classes while underweighting or eliminating exposure to…


  • The Simple Retirement Plan Investment Strategy for Beginners
     Author(s): Michael McNiven, Ph.D. | Wed March 29, 2017



    Cumberland Advisors is a fiduciary advisor for retirement plans such as 401(k)s for businesses, 403(b)s for education and nonprofit groups, and 457 plans in the government sector. As part of our advisory efforts, we meet with plan participants to help them assess their retirement account needs.…


  • Municipal Credit: First Quarter 2017 Review
     Author(s): Patricia Healy, CFA | Tue March 28, 2017



    There may be credit challenges in public finance; but for the fifth year in a row, per S&P, upgrades outpaced downgrades.


 

 

"The mind is not a vessel to be filled but a fire to be kindled."

Plutarch