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Market Commentary

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Tiburon’s Open Letter to the Industry

Author: David R. Kotok, Post Date: October 16, 2019
Market Commentary - Cumberland Advisors - Tiburon's Open Letter to the Industry

On Tuesday, Oct. 8, at the Tiburon CEO Summit XXXVII, sponsored by Tiburon Strategic Advisors, Ken Fisher, a well-known money manager and billionaire, made remarks that many in attendance found to be misogynistic (see one reaction at https://www.wealthmanagement.com/people/ken-fisher-s-sexual-comments-roil-tiburon-conference); and Fisher was informed that he will no longer be welcome at Tiburon events. So why does […]

Taxing Wealth Instead of Income, Part 2

Author: Robert Eisenbeis, Ph.D., Post Date: October 15, 2019
Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D.

As a follow-up to David Kotok’s piece last week on taxing wealth (https://www.cumber.com/cumberland-advisors-market-commentary-wealth-tax/), it may be useful to remind readers what the potential incentive effects might be when it comes to the implications of wealth tax proposals to tax wealth may have on entrepreneurs and business structures. Proponents of a wealth tax are motivated by […]

Cumberland Advisors Market Commentary – Warren?

Author: David R. Kotok, Post Date: October 14, 2019
Market Commentary - Cumberland Advisors - “You can’t make this stuff up” by Suzanne Greenberg

Elizabeth Warren (@ewarren) “On my first day as president, I will sign an executive order that puts a total moratorium on all new fossil fuel leases for drilling offshore and on public lands. And I will ban fracking—everywhere.” (Twitter, 4:26 PM, Sep 6, 2019) Elizabeth Warren’s increasing political strength relative to Joe Biden’s is leading […]

Bloomberg-Expect Markets to go Higher – Kotok (Radio)

Author: David R. Kotok, Post Date: October 13, 2019
Cumberland's David Kotok on Bloomberg Radio

Cumberland Advisors’ David R. Kotok says the moves we have heard on trade are lacking in substance, but the market has still been given some comfort. He goes on to his expectations for a strengthening energy sector. Running time 07:07 – Play Episode: https://www.bloomberg.com/news/audio/2019-10-14/expect-markets-to-go-higher-kotok-radio If you’ve enjoyed this exchange, please feel free to explore other […]

Cumberland Advisors Week in Review (Oct 07, 2019 – Oct 11, 2019)

Author: Cumberland Advisors, Post Date: October 12, 2019
Matt McAleer's Week In Review 2019-10-11

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 also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]

Cumberland Advisors Market Commentary – Wealth Tax

Author: David R. Kotok, Post Date: October 9, 2019
Wealth Tax

Democratic presidential candidates Castro, Sanders, and Warren have explicitly sponsored wealth taxation. Readers may view the candidates’ proposals at their campaign websites: Castro: https://issues.juliancastro.com/working-families-first/ Sanders: https://berniesanders.com/issues/tax-extreme-wealth/ Warren: https://elizabethwarren.com/plans/ultra-millionaire-tax A New York Times article published last week considers the economic implications of both Sanders’ and Warren’s proposals: “Democrats’ Plans to Tax Wealth Would Reshape the U.S. […]

Cumberland Advisors Market Commentary – The Market Knows

Author: Robert Eisenbeis, Ph.D., Post Date: October 7, 2019
Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D.

The Federal Reserve Bank of New York announced on Friday, Oct 4 that it would continue to offer a maximum of $75 billion in overnight repurchase agreements and at the same time offer a series of term repos through at least November 4 according to the following schedule:[1] This extension seems to be an attempt […]

Cumberland Advisors Week in Review (Sept 30, 2019 – Oct 04, 2019)

Author: Cumberland Advisors, Post Date: October 6, 2019
Week In Review

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 also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]

Repo Market, Monetary Policy, & Liquidity Discussion – An On-Demand Webinar

Author: Cumberland Advisors, Post Date: October 5, 2019
On-Demand Webinar - How does the Repo Market, Monetary Policy, & a Liquidity crunch affect Financial Markets

In early September 2019 there was an unusual spike in rates in the repurchase (“repo”) market causing a liquidity squeeze on broker-dealers that use repos to finance their portfolios of Treasury and agency securities.  It remains a mystery as to what catalyzed the liquidity squeeze.  The response by the Federal Reserve Bank and market participants […]

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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.
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