An Update on Markets from Matt McAleer

Author: Matthew McAleer, Post Date: May 13, 2019
image_pdfimage_print

This week’s short video discusses current market conditions and how we are positioning portfolios. We didn’t produce an update on Friday May 10th so we’re including our thoughts on last week as well as today, Monday May 13, 2019.

Global trade dominated today’s headlines as the markets expressed significant weakness, due to a lack of previous anticipation for a possible “no deal” with China.

Cumberland Advisors - Matt McAleer Week In Review

Last week, the markets began to show this weakness; however, we try not to focus on movements in the market with a purely black and white lens.

We talk about:

  • The market pullback is natural for an otherwise strong YTD market.
  • Will global trade redefine the markets over the next few years?
  • What effect will this have on margins?
  • We intend to use this pullback as an opportunity to invest in more “domestic centric” areas (e.g. insurance).
  • How will the continuous stream of unconfirmed trade deal news affects trading?
  • Will market weakness be strong enough to trigger a buy signal in our quantitative strategy?

Thanks for tuning in with us. -Matt McAleer

 

cumber map
Cumberland Advisors® is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services. Please feel free to forward our commentaries (with proper attribution) to others who may be interested. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.
Loading...