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): Samuel Rines, Managing Director, Corbu | Tue December 5, 2023
Sam Rines, Managing Director of Corbu, has written the finest analysis of the Venezuela-Guyana oil war threat that I have seen.
Author(s): David R. Kotok | Sun December 3, 2023
Tomorrow afternoon (December 4th) at the Money Show in Sarasota, I have the honor of participating in a panel entitled “Biden, Trump, or a 'Dark Horse?' Which Candidate Will Win the White House - And What You Should Do About It”.
Author(s): Cumberland Advisors | Sat December 2, 2023
Author(s): John R. Mousseau, CFA | Fri December 1, 2023
Dear Clients & Friends, I’d like to introduce Benjamin Pease, our Managing Director of Fixed Income and Chief Innovation Officer, here at Cumberland Advisors. In talking with many folks over the past several weeks, we’ve received feedback that some of you missed the announcement of Ben…
Author(s): David R. Kotok | Tue November 28, 2023
We now have the third in a series of ship attacks linked to the Israel-Hamas war. In the latest, on Sunday, Nov. 26, 2023, the Liberian-flagged tanker Central Park, managed by Zodiac Maritime (part of Israeli billionaire Eyal Ofer’s Zodiac Group), was seized by armed assailants off the coast of…
Author(s): David R. Kotok | Sun November 26, 2023
Investors like the inflation news. The chart below tells the story. Our source is Bloomberg data.
Author(s): John R. Mousseau, CFA | Thu November 23, 2023
As we pause for this most traditional of American holidays, I have included a thanksgiving poem that I have liked (and I like many) from Ella Wilcox...
Author(s): John R. Mousseau, CFA | Mon November 20, 2023
The tax-free municipal bond market has staged one of the best comebacks since Lazarus over the past month. We have seen a dramatic improvement in the market, with bond yields dropping substantially across the entire curve. The graph below shows the AA municipal yield curves on 10/19 and 11/…
Author(s): David R. Kotok | Sun November 19, 2023
We’re sending this on the Sunday bookended by the week that celebrated America’s veterans and the week of the traditional American gathering of Thanksgiving. We wish all readers goodwill and safety in their travels. Let’s take a deep breath and tackle the volatility in financial markets…
Author(s): David R. Kotok | Sun November 12, 2023
“When things change, I change” is a shorter version of the famous quote widely attributed to John Maynard Keynes. “When the facts change, I change my mind. What do you do, sir?” has thousands of attributions to Keynes, but I cannot find one source of the original quote.