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 | Tue December 14, 2021
"GDP is a flawed number that came, I think, out of the need of financial markets for a single measure of success or failure.” “Often when we say that GDP is growing but wages are stagnant, we are really saying that corporate profits are growing at the expense of labor wages.” -David Blond…
Author(s): David R. Kotok | Sun December 12, 2021
I’d like to thank readers for their comments about the missive entitled “The WHO” (
Author(s): Cumberland Advisors | Sat December 11, 2021
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 may include older commentaries that our editors have determined may be…
Author(s): David R. Kotok | Thu December 9, 2021
On December 7, Haitham Ahmed, MD, MPH, a Harvard-educated cardiologist who has taught at Johns Hopkins and who currently serves as chair of cardiology at Advantage Care Physicians in New York City, sized up the healthcare staffing crisis in this tweet:
Author(s): Robert Eisenbeis, Ph.D. | Mon December 6, 2021
The first week in December, on the front end of the Federal Open Market Committee (FOMC) meeting on December 14-15, has hit markets with a series of events that has resulted in a spike in volatility and generally negative news that has been difficult, if not impossible, for participants to…
Author(s): David R. Kotok | Sun December 5, 2021
Here is the Associated Press Friday Morning story about the World Health Organization (WHO) and its Asian Pacific-based observations about Omicron, urging a wide array of measures to control the spread of the heavily mutated new variant: “WHO says measures used against delta should work for…
Author(s): David R. Kotok | Thu December 2, 2021
Every morning at Cumberland we circulate a spreadsheet of about 50 separate interest-rate metrics and credit spreads. These go out to the entire firm. They are compiled internally and are used by Cumberland in a proprietary way. Data is sourced from Bloomberg.
Author(s): David R. Kotok | Tue November 30, 2021
Rob Smith, who covers health care for Capital Alpha (https://capalphadc.com), reminds us of a history lesson: “Delta variant that currently dominates U.S. infections was first detected in India in Dec. 2020. It was identified in the U.S. in March 2021.
Author(s): David R. Kotok & Michael Drury | Mon November 29, 2021
We were working on the issue of corporate profits and what is the widest-ever statistical discrepancy in the GDP data. Lo and behold! In comes my friend Michael Drury with an excellent analysis and graphic depiction of the problem. Mike graciously gave permission for us to reproduce his…
Author(s): David R. Kotok | Sun November 28, 2021
We thank readers for sharing comments about our pre-Thanksgiving missive about jobs and nurses (https://www.cumber.com/market-commentary/jobs-data-nurses).