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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  • Insider Trading – the Case of Energy
     Author(s): Leo Chen, Ph.D. | Tue September 15, 2020



    Our last commentary on insider trading studied post-insider-purchase-spike (PIPS) market performance (https://www.cumber.com/cumberland-advisors-market-commentary-insider-trading-what-does-it-tell-us/). We found that the 6-month market return is 13.54% on average after the insider buy/sell ratio…


  • Florida Schools & Florida's Businesses?
     Author(s): David R. Kotok | Mon September 14, 2020



    Dear snowbirds and tourists: There is no question that Florida’s businesses, restaurants, hotels, fishing guides, and theme parks need you and want you. It’s simple, our state economy depends on visitors, and we want you to come and we want you to spend your money. We’re hurting.


  • Cumberland Advisors Week in Review (Sept 07, 2020 - Sept 11, 2020)
     Author(s): Cumberland Advisors | Sun September 13, 2020



    The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.


  • 9/11 & COVID-19
     Author(s): David R. Kotok | Sat September 12, 2020



    Nineteen years ago, September 11, 2001:

    7:59 am: American Airlines Flight 11 departed Boston for Los Angeles. 8:14 am: United Airlines Flight 175 departed Boston for Los Angeles. 8:20 am: American Airlines Flight 77 departed Washington DC for Los…


  • Art Cashin’s Wisdom
     Author(s): David R. Kotok | Fri September 11, 2020



    Art Cashin, a UBS stalwart and CNBC commentator from the NYSE floor, is a dear friend and marvelous and sensitive gentleman. He is revered by those who know him as the dean of the investment university called the American stock market. Art was kind enough to give us…


  • The Second Wave of COVID-19 Confronts Western Europe
     Author(s): William Witherell, Ph.D. | Thu September 10, 2020



    The rebound in the European economies following the sharp fall in March and April is threatened by a second wave of COVID-19 cases. As a result of vacation travel and an easing of restrictions, case growth in Western Europe has returned to levels last seen in May, with 1,094,194 confirmed cases…


  • Labor Markets
     Author(s): Robert Eisenbeis, Ph.D. | Wed September 9, 2020



    In most data releases during the pandemic, it is possible to find some things that are positive and some that are negative, and the extent to which one thing is emphasized over another tends to be influenced in today’s world by politics. The new CES jobs report released by BLS is no exception.…


  • Echoes of 1968
     Author(s): David R. Kotok | Mon September 7, 2020



    Brent Donnelly is a good friend and fellow camper at Leen’s Lodge. He is also a highly respected senior FX dealer at HSBC New York and the author of The Art of Currency Trading and the daily FX commentary AM/FX. On September 3, Brent penned “Echoes of ’68,” a thought-provoking comparison of the…


  • Cumberland Advisors Week in Review (Aug 31, 2020 - Sept 04, 2020)
     Author(s): Cumberland Advisors | Sun September 6, 2020



    The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.


  • Crown Fires
     Author(s): David R. Kotok | Fri September 4, 2020



    A COVID-19 resurgence seems about to begin. Schools reopening will be one of the vectors. 


 

 

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

Plutarch