Market Commentary

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US Stock Market in First Quarter, 2018

Author: David R. Kotok, Post Date: March 14, 2018
Cumberland Advisors Market Commentary

US Stock market volatility returned in the 1st quarter of 2018 with a vengeance. The January to February low selloff took most major averages down in the double digit range (over 10% drop). The stock market peaked within days of President Trump’s State of the Union Message in which he claimed credit for the stock […]

Stock Market targeted on April 5

Author: David R. Kotok, Post Date: March 13, 2018

The stock market will be a prominent topic at the April 5 Financial Literacy Day in Selby Auditorium on the USFSM Sarasota campus. In the first stock market session, nationally known technical analyst Katie Stockton will pair with Cumberland’s quantitative mathematician, Professor Leo Chen, in a broad discussion of techniques used in stock market management. […]

The Threat of a Damaging Trade War

Author: Bill Witherell, Ph.D., Post Date: March 9, 2018
Cumberland Advisors Market Commentary - Bill Witherell, Ph.D.

The Trump administration is raising fears of a possible trade war, a development that is unsettling markets around the globe, upsetting some of our closest allies, and causing great concern to both a wide swath of US business leaders and to leaders of the President’s own party. Following the President’s announcement last week that he […]

A Short Note on Bank Muni Holdings

Author: John R. Mousseau, CFA, Post Date: March 8, 2018
Market Commentary - John Mousseau

The Wall Street Journal had a story on the front page of the “B” section Wednesday morning about banks getting some relief with regard to counting municipal bonds among their “liquid assets.” On Tuesday the Senate voted to formally debate a bill containing that provision, and it should have enough Democratic support to pass. The […]

A First Look

Author: Robert Eisenbeis, Ph.D., Post Date: March 3, 2018
Cumberland Advisors Market Commentary by Robert Eisenbeis, Ph.D.

As a part of his first semiannual monetary policy report to Congress, Chairman Powell made an appearance this week before both the House Financial Services Committee and Senate Banking Committee to discuss monetary policy and the state of the economy. How did he do? First, his statement was short and sweet, hitting just the high […]

Trump, Protectionism, Triumph or Truculence?

Author: David R. Kotok, Post Date: March 2, 2018
Cumberland Advisors Market Commentary by David Kotok

“16 US steel stocks market cap up $1B as a result of tariff announcement today. Rest of S&P 500 down $400B. “Making Americans Poor Again.” (H/T Smails)”. – Doug Kass, March 2, 2018 Readers are invited to research the following words: protectionism, tariffs, quotas, trade barriers, Smoot, Hawley, history, learning from history, lessons of the […]

VITA

Author: David R. Kotok, Post Date: March 1, 2018
Cumberland Advisors Market Commentary by David Kotok

VITA stands for “Volunteer Income Tax Assistance.” There are additional specialized programs like it. The key to success of the new tax reform law is to have these programs used. Why? For folks like me, the cut in my taxes means I will have a few thousand more dollars to save or invest. It is […]

Guns: Part 3, The Policy Journey

Author: David R. Kotok, Post Date: February 27, 2018
Cumberland Advisors Market Commentary by David Kotok

In part one of this series, I wrote about my personal journey with guns. Part two involved the US stock market and bond market and Cumberland’s investment policy and how it relates to the three public companies that constitute the gun makers whose shares trade on the US exchanges and are thus part of a […]

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Please feel free to forward our commentaries (with proper attribution) to others who may be interested.

For a list of all equity recommendations for the past year, please contact Timothy J. Lyle at 800-257-7013, ext. 350. 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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