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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  • Outperform the Market? Look No Further: Gold, Bonds, and Leverage
     Author(s): Leo Chen, Ph.D. | Wed February 15, 2017



    I. Market Efficiency: Active vs. Passive


  • Gold, Dollar, Stocks, The Money Show
     Author(s): David R. Kotok | Sun February 12, 2017



    During one of my two speaking sessions at the Money Show in Orlando, Florida, on February 8, 2017, we had a question from the audience, asking us to weigh in on the issue of gold versus the dollar. Readers and followers of financial press may have observed reports that we took up our position in…


  • Women's Financial Issues and March 30th Event
     Author(s): | Sat February 11, 2017



    Excitement builds as we finalize preparations for the March 30th all-day Financial Literacy event. See http://www.usfsm.edu/FinancialLiteracy for a detailed program, confirmed speakers’ list, and registration. The Financial Literacy Day agenda includes a full day of discussions covering…


  • Podcast with Adam Johnson and Tom Essaye
     Author(s): David Kotok | Fri February 10, 2017



    I was pleased to join Adam Johnson and Tom Essaye on the Feb. 8 edition of The Bell podcast. We chatted about topics that ran the gamut from Cumberland’s bullish take on Japan, to the communicative power and political effectiveness of tweets, to equity market valuations and bond market liquidity…


  • Trump Immigrant Order and Markets
     Author(s): David Kotok | Thu February 9, 2017



    We received a large volume of email on the Trump immigration order debate. Views are about evenly divided for and against, with many passionate assertions and opinions. We are not running a blog; but, that said, the sheer number of responses has triggered this commentary. We do not expect to…


  • Mexico and Trade
     Author(s): Robert Eisenbeis, Ph.D. | Wed February 8, 2017



    The state of US trade with Mexico is on the front page as policy makers attempt to stem the outflow of firms, jobs, and goods production from the United States. To put the issues in perspective, it is first helpful to have some facts on US trade in general and trade with Mexico in particular. By…


  • Japan on Track to Outperform as the BOJ Defends 0.100%
     Author(s): Bill Witherell | Tue February 7, 2017



    Japan’s central bank, the Bank of Japan (BOJ), confirmed at last week’s meeting that the recovery in the Japanese economy remains on track. It decided to leave policy unchanged with respect to its short- and long-term interest operations. The BOJ did extend for one year its loan support program…


  • Dow 20,000 & S&P 2,300 – What Happens Next?
     Author(s): Leo Chen | Fri February 3, 2017



    The three major indices hit new all-time highs last week. Especially, the Dow finally climbed above the 20,000 psychological barrier. Whether this is the breakout that many technicians have been waiting for or just a meaningless number that is no different from, say, Dow 18,456, remains to be…


  • February 9th: CFA Dinner and Markets
     Author(s): David Kotok | Thu February 2, 2017



    We are looking forward to the panel at the CFA dinner in Sarasota on February 9 (cfatampabay.org/net/home). Brian Singer (Wm. Blair & Co.) and I will be joined by Ned Davis, with Ben Padilla (Northern Trust) moderating. We at Cumberland have been users of Ned’s database for many years. It…


  • Higher Ground for Higher Education
     Author(s): Patricia Healy | Wed February 1, 2017



    In a post on social media, a friend lamented that her daughter’s classmate, a brilliant young scientist at MIT who went home to Iran over the winter break, could not get back into the country to start her spring semester due to Trump’s executive order banning entry of people from seven countries…


 

 

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

Plutarch