Market Commentary

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Margin Trading vs. Leveraged ETFs

Author: Leo Chen, Ph.D., Post Date: November 27, 2018
Market Commentary - Cumberland Advisors - Margin Trading vs. Leveraged ETFs

Our previous commentary on leveraged ETFs (www.cumber.com/leveraged-etfs/) received many comments from our readers. We would like to thank you for sharing your thoughts and address one common question among many investors: Which is better, margin trading or leveraged ETFs? First, what is the difference between these two methods of investing? We walked through leveraged ETFs […]

US role in Global Wealth

Author: David R. Kotok, Post Date: November 26, 2018
Market Commentary - Cumberland Advisors - US role in Global Wealth

“The U.S. accounts for more than a third of the $8 trillion in assets held globally by ultrahigh-net-worth individuals, those with $20 million to invest, according to Boston Consulting. UBS reckons there are probably even more rich individuals in the U.S. than surveys suggest. ‘A tendency to keep businesses private for longer before listing on […]

Cumberland Advisors Week in Review (Nov 19, 2018 – Nov 23, 2018)

Author: , Post Date: November 24, 2018

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 […]

Is the Municipal Bond Market Sleepy?! Pension Doomsday?

Author: Patricia Healy, CFA, Post Date: November 19, 2018
Market Commentary - Cumberland Advisors - Is the Municipal Bond Market Sleepy - Pension Doomsday

Today’s municipal bond market is anything but “sleepy,” as Spencer Jakab characterized it in his Wall Street Journal article “Prophet of Muni Market Doom Wasn’t Wrong, Just Early” (10/26/2018). The Prophet of Doom he referred to was Meredith Whitney, who shortly before the financial crisis successfully predicted the damage to Citibank by bad mortgages. In […]

Cumberland Advisors Week in Review (Nov 12, 2018 – Nov 16, 2018)

Author: , Post Date: November 18, 2018

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 […]

BREXIT Breakthrough Followed by Threat of Breakdown

Author: William Witherell, Ph.D., Post Date: November 16, 2018

On November 13, British Prime Minister Theresa May and her Brexit negotiating team reached agreement with the European Union (EU) negotiators on a draft withdrawal treaty. The next day, after a very difficult five-hour meeting, May secured the agreement of her cabinet. Following the cabinet meeting, she told reporters “The choice before us is clear: […]

The Failing Trump Navarro Trade War

Author: David R. Kotok, Post Date: November 15, 2018
Market-Commentary-Cumberland-Advisors-Trade-War-Worsens

The United States seems to be losing the ill-conceived Trump-Navarro trade war. The evidence of this loss continues to mount. Here is an important Bloomberg catalog of specific facts and items and actions. (Note that this is not “fake news.”) “These Products Show How Hard It’ll Be to Beat China in Trade War,” https://www.bloomberg.com/news/articles/2018-11-11/trump-s-china-cold-war-yields-hard-look-at-global-supply-chains. Meanwhile, […]

Leveraged ETFs

Author: Leo Chen, Ph.D., Post Date: November 14, 2018
Cumberland Advisors Market Commentary - Leo Chen, Ph.D.

Our quantitative strategy at Cumberland Advisors is a trading model that combines fundamental indicators and quantitative analysis into a binary output – either fully invested or all in cash. The strategy trades the S&P 500 in two versions: unleveraged and leveraged. Specifically, the leveraged portfolio uses a leveraged ETF as our vehicle to track 3X […]

California, Land of Natural Disasters?

Author: Patricia Healy, CFA, Post Date: November 13, 2018
Market Commentary - Cumberland Advisors - California, Land of Natural Disasters

Last week we conducted a review of our California municipal bond holdings along the San Andreas Fault looking for holdings that may be more susceptible to credit deterioration in the event of a disaster. At the time, little did we know that wildfires would engulf large swaths of California. First, our hearts and prayers go […]

Cumberland Advisors Week in Review (Nov 05, 2018 – Nov 09, 2018)

Author: Cumberland Advisors, Post Date: November 12, 2018
Cumberland Advisors 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 […]

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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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