Market Commentary

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Merkel Matters

Author: Bill Witherell, Ph.D., Post Date: November 29, 2017
Cumberland Advisors Market Commentary - Bill Witherell, Ph.D.

German Chancellor Angela Merkel faced a crisis when coalition talks broke down on November 19th. Germany could have endured months of political uncertainty, and it suddenly became possible that Merkel would be forced to resign. The German public and the world awoke to find that the continuation of Germany’s solid, centrist government was threatened. Germany’s […]

Fed, Bonds & Interest Rates

Author: David R. Kotok, Post Date: November 27, 2017
Cumberland Advisors Market Commentary by David Kotok

Ben White had this to say about Fed appointments last week in his Politico “Morning Money” column: “FED TALK – Look for the vice chair nomination to come fairly soon. Mohamed El-Erian remains in the mix but could also be a candidate for the New York Fed. John Taylor sounds like a no-go for vice […]

Chair Yellen Resigns

Author: Robert Eisenbeis, Ph.D., Post Date: November 24, 2017
Cumberland Advisors Market Commentary by Robert Eisenbeis, Ph.D.

To no one’s surprise, Chair Yellen has announced her intention to resign effective upon the swearing in of her successor, Jerome Powell. Since Governor Powell’s confirmation hearing is set for November 28 of this year, it is possible for him to be confirmed and sworn in before the January 30–31, 2018, initial FOMC meeting, meaning […]

Thanksgiving and Mythology

Author: David R. Kotok, Post Date: November 22, 2017
Thanksgiving 2017

Our American mythology of Thanksgiving is imparted to us as schoolchildren, or at least it used to be. The Pilgrims had voyaged to North America on the Mayflower to escape persecution and had been in Plymouth, Massachusetts, less than a year. They were hungry. A cold winter was setting in, and they lacked food. The […]

Tech Sector: Bubble or Not?

Author: David R. Kotok, Post Date: November 20, 2017
Cumberland Advisors Market Commentary by David Kotok

Seventeen and a half years ago, on April 1, 2000, we published a piece entitled “Will the NASDAQ sell-off become a crash?” We have now retrieved that piece from our archives and posted it on our website. Here is the link to the original piece: http://www.cumber.com/pdf/nasdaqpe04012000.pdf. In preparing that piece in 1999–2000, we evaluated the […]

Puerto Rico and Recurring Hurricanes

Author: John R. Mousseau, CFA and Alex J. Pollock, Post Date: November 17, 2017
Cumberland Advisors Market Commentary - Hurricanes & Puerto Rico

Last Monday, November 6th, I was privileged to serve on a panel discussion at the American Enterprise Institute in Washington DC, where the topic was Puerto Rico after Hurricane Maria. The discussion covered a wide range in topics that included the damage to Puerto Rico as well as issues of finance, law, and markets.   The […]

Brexit Update – The Irish Roadblock

Author: Bill Witherell, Ph.D., Post Date: November 15, 2017
Cumberland Advisors Market Commentary - Bill Witherell, Ph.D.

Significant progress is needed on three “divorce” issues – the future rights of EU citizens in the UK and UK citizens in the EU, the UK’s financial obligations to the EU, and the future border between Northern Ireland and the Republic of Ireland – before the Brexit negotiations can move to the important stage of […]

Tax Reform?

Author: David R. Kotok, Post Date: November 13, 2017
Cumberland Advisors Market Commentary by David Kotok

“The only difference between death and taxes is that death doesn’t get worse every time Congress meets.” – Will Rogers (source: BrainyQuote.com) The “Chairman’s Mark” is a 247-page document that outlines the items for consideration by the Senate Committee on Finance Markup.  They convene this week. Here is a PDF of the document: https://www.finance.senate.gov/imo/media/doc/11.9.17%20Chairman’s%20Mark.pdf. According […]

More on Bitcoin

Author: David R. Kotok, Post Date: November 9, 2017
Market Commentary - Cryptocurrency - Bitcoin

Following up on our recent commentary, and with permission, we continue to quote the excellent work of Nick Colas and Jessica Rabe of DataTrek Research. We encourage readers to give their newly launched service a try. Their website is http://datatrekresearch.com/. In this segment, Nick focuses on the question “Are cryptocurrencies an asset class?” “Over my […]

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