Market Commentary

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Cumberland Advisors Market Commentary – The Warren Hedge

Author: John R. Mousseau, CFA, Post Date: November 20, 2019
Market Commentary - Cumberland Advisors - The Warren Hedge (John Mousseau)

In the past few weeks Senator Elizabeth Warren has risen to be neck and neck with Joe Biden in most of the national polls for the Democratic nomination. In some of the electronic betting polls, though, Warren is ahead of Biden by 5–6 points, depending on the day. Warren has promised higher taxes, which would […]

Cumberland Advisors Market Commentary – Overshadowed?

Author: Robert Eisenbeis, Ph.D., Post Date: November 19, 2019
Federal Reserve - FOMC

Public attention this past week was riveted on the impeachment testimony before the House Intelligence Committee, which totally overshadowed Chairman Powell’s semiannual report and two days of testimony to Congress on monetary policy. That outcome is probably not a bad one, since there were no new insights provided nor any clues as to when or […]

Cumberland Advisors Market Commentary – Trade War and No Recession

Author: David R. Kotok, Post Date: November 18, 2019
Stop Digging

The United States has gotten itself into a trade war negotiations mess. (See “How Trump’s Trade War Went From Method to Madness,” https://www.bloomberg.com/news/features/2019-11-14/how-trump-s-trade-war-went-from-method-to-madness.) There is an old adage: “When you’re in a hole and it’s getting deeper, stop digging!” Trump and Co. know they’re in a mess but don’t know how to stop digging, so they have […]

Cumberland Advisors Week in Review (Nov 11, 2019 – Nov 15, 2019)

Author: Cumberland Advisors, Post Date: November 16, 2019
Cumberland-Advisors-Week-in-Review-November-15-2019- John Mousseau

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 – Amazon Fires – More Irrefutable Evidence

Author: David R. Kotok, Post Date: November 14, 2019
Market Commentary - Cumberland Advisors - Brazil & Amazon Fires

We thank the many readers who responded positively to our recent report on Brazil and deforestation in the Amazon. For a researcher and a writer, it is affirming to get some positive feedback. Not all readers’ responses were favorable. One broker called it the “the dumbest thing I have read.” Another person said, “The world […]

Cumberland Advisors Market Commentary – Rome (Earth) Burns: Guess Who Fiddles?

Author: David R. Kotok, Post Date: November 12, 2019
Market Commentary - Cumberland Advisors - Rome (Earth) Burns Guess Who Fiddles (Kotok)

Climate change is real. For the sake of our children and grandchildren, we must be talking about it seriously and thoughtfully. The 25th UN Climate Summit anniversary meeting is in Madrid in a few weeks. Massively updated data are forthcoming as 200 countries participate. Only the US is in denial and withdrawal. (See “Madrid to […]

Cumberland Advisors Week in Review (Nov 04, 2019 – Nov 08, 2019)

Author: Cumberland Advisors, Post Date: November 9, 2019
Cumberland Advisors Weekly Video Update with Matt McAleer & John Mousseau

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 – Opportunities in Japan for Global Equity Investors

Author: William Witherell, Ph.D., Post Date: November 8, 2019
Market Commentary - Cumberland Advisors - Opportunities in Japan

The Bank of Japan at its October 30–31 Monetary Policy Committee meeting kept its policy unchanged while indicating it was willing to lower interest rates further into negative territory from their current low levels if needed to maintain progress towards the 2% inflation objective. he decision not to cut rates at this time was based […]

Cumberland Advisors Market Commentary – Financial Literacy & Predatory Lending

Author: David R. Kotok, Post Date: November 7, 2019
Financial Literacy & Predatory Lending

The Military Lending Act caps annual interest on loans to military members at 36% and offers other safeguards. Now, lawmakers are proposing to extend that protection to veterans and others. NPR reports: https://www.npr.org/2019/11/07/776769597/a-ban-on-high-cost-loans-may-be-coming How do people wind up with “High-Cost Loans” in the first place? If a lack of financial literacy is the cause, there […]

Cumberland Advisors Market Commentary – Farmers & Credit Issues

Author: David R. Kotok, Post Date: November 5, 2019

While Washington (politics and baseball) dominates the headlines, the American farmer continues to be bludgeoned by the Peter Navarro-designed and Donald Trump-approved trade war. The last two years have seen a significant erosion in US agricultural exports, and farmers have been badly hurt. We have written many times about time lags in trade policy. It […]

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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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