Market Commentary

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Tax the Rich

Author: Robert Eisenbeis, Ph.D., Post Date: January 29, 2019
Cumberland Advisors' Bob Eisenbeis

As the political season begins to heat up for 2020, we have seen an increasing number of proposals to provide free education, free healthcare, a universal guarantee of a living wage, etc. With an historic level of public debt topping $21 trillion and a deficit of nearly $1 trillion and projected to climb even more […]

European Growth Concerns Deepen

Author: William Witherell, Ph.D., Post Date: January 28, 2019
Cumberland Advisors Market Commentary by Bill Witherell, Ph.D.

The latest economic indicators reveal that the economic slowdown in Europe persists. President Draghi of the European Central Bank (ECB) has underlined the continued weakness, expectations for softer near-term growth, and downside risks. The International Monetary Fund (IMF) has lowered its economic projections for the euro area. Political uncertainties in Europe add to the headwinds […]

Shutdown #4

Author: David R. Kotok, Post Date: January 26, 2019
Cumberland Advisors Market Commentary by David Kotok

Here is a link to an FBI report on what the shutdown is doing to safety and law enforcement and all that is related to those concerns. The report is entitled Voices from the Field (https://www.fbiaa.org/sites/default/files/downloadable/FBIAA%20Voices%20from%20the%20Field.pdf). The FBI describes it as follows: “Voices from the Field contains reports from FBI Special Agents nationwide. These stories illustrate how the government […]

Watch Livestream of Climate Change Summit at University South Florida Sarasota-Manatee

Author: , Post Date: January 25, 2019
Bob Bunting, accomplished entrepreneur and scientist

Cumberland Advisors’ Patty Healy is participating in the Climate Change Summit held at USF Sarasota-Manatee today, January 25, 2019. She’ll be speaking to the audience about municipal bond ratings relating to how prepared these entities are for severe weather events, the impacts of climate change, and other factors that may affect credit ratings. I’ll be […]

Shutdown #3

Author: David R. Kotok, Post Date: January 24, 2019
Cumberland Advisors Market Commentary by David Kotok

We believe one of the Achilles heels of the Trump-Pelosi shutdown war is found in air travel. Growing waits at airports. More “blue flu” sick-outs. TSA workers unpaid. And much more. This is a festering and growing, artificially concocted crisis as our political leaders fiddle and our nation (like ancient Rome) burns. Trump’s approval is […]

Shutdown. Markets. #2.

Author: David R. Kotok, Post Date: January 23, 2019
Cumberland Advisors Market Commentary by David Kotok

We thank many readers for their responses to my January 22 commentary, “Shutdown and Markets” (https://www.cumber.com/shutdown-and-markets/). Responses were varied, as expected. Some folks maintained their sense of humor. Others blamed one side or the other and criticized my final sentence, in which I suggested that both sides share a measure of the blame. So let […]

Shutdown and Markets

Author: David R. Kotok, Post Date: January 22, 2019
Cumberland Advisors Market Commentary by David Kotok

The stock market is ignoring the shutdown. The bond market is, too. So, too, are commodities, currencies, precious metals, fine art and other collectibles, sovereign debt, and many other asset classes. Those markets are moving for other reasons and not Federal shutdown. Why? Markets believe the shutdown is temporary. Market agents look at the childish […]

Cumberland Advisors Week in Review (Jan 14, 2019 – Jan 18, 2019)

Author: Cumberland Advisors, Post Date: January 19, 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 […]

Buyer Beware

Author: Shaun Burgess, Post Date: January 17, 2019
Cumberland Advisors - Shaun Burgess - Portfolio Manager & Fixed Income Analyst

In a move that caught many observers by surprise, the Federal Oversight and Management Board (FOMB), which was created to oversee the restructuring of the Commonwealth of Puerto Rico, has requested that Judge Swain invalidate more than $6 billion of the territory’s debt. The move would affect uninsured general-obligation bonds issued in 2012 and after. […]

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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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