Market Commentary

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The November FOMC and the Election

Author: Robert Eisenbeis, Ph.D., Post Date: November 2, 2018
Federal Reserve - FOMC

The November FOMC meeting is scheduled for November 7 & 8, one day after the November 6 midterm election. We are not looking, then, at the possibility of any further FOMC action on interest rates that might influence the election one way or another, but what about after the election? Is the FOMC likely to […]

Responses to Climate Change & Markets

Author: David R. Kotok, Post Date: November 1, 2018
Market Commentary - Cumberland Advisors - Climate Change & Markets Responses

We thank readers for their many comments and criticisms regarding our commentary on climate change and markets. For those who missed the original piece, here is the link: “Climate Change & Markets,” https://www.cumber.com/climate-change-markets/. There were diverse responses ranging from total disagreement to full endorsement. No one offered observations about the market section. Many agreed that […]

Italy Update: Still a Concern for Investors

Author: William Witherell, Ph.D., Post Date: October 31, 2018
Cumberland Advisors Market Commentary - Bill Witherell, Ph.D.

The Italian drama continues, with the European bond markets demonstrating great resilience despite the risks presented by the Italian government’s proposed fiscal policy stance, which has been rejected by the European Commission (EC). Earlier, after receiving Italy’s draft budget, the EC had asked Italy to explain why the government decided not to comply with European […]

Cumberland Advisors Week in Review (Oct 22, 2018 – Oct 26, 2018)

Author: Cumberland Advisors, Post Date: October 27, 2018
Cumberland Advisors Week in Review

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. They are not revised assessments and circumstances may have changed in the market from the time of original publication. We also include older commentaries our editors have determined of interest to our audience. Your feedback is always welcome. […]

Talking Stock Market with Matt McAleer

Author: David R. Kotok, Post Date: October 26, 2018
Cumberland-Advisors-Matt-McAleer-Market-Position-Broadly

Talking stock markets this morning with Matt McAleer in our shop. Bullets: 1 These kinds of negative weekly momentum extremes have been profitable entry points in the past. 2. “The Trump bump has become the Trump dump” according to one editorial. Trump rhetoric is being dismissed by market agents as pure politics. 3. When election […]

Climate Change & Markets

Author: David R. Kotok, Post Date: October 23, 2018
Market Commentary - Cumberland Advisors - Climate Change & Markets

Why did Hurricane Michael intensify so quickly? And why was the Western US so hot and dry this summer? And what about climate change all across the rest of the global landscape and seascape? And what do I do with my portfolio? There are still many climate change deniers. But that cohort shrinks as more […]

Cumberland Advisors Week in Review (Oct 15, 2018 – Oct 19, 2018)

Author: Cumberland Advisors, Post Date: October 21, 2018
Cumberland Advisors Week in Review

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. They are not revised assessments and circumstances may have changed in the market from the time of original publication. We also include older commentaries our editors have determined of interest to our audience. Your feedback is always welcome. […]

Markets & Cognitive Epistemology

Author: David R. Kotok, Post Date: October 19, 2018
Market Commentary - Cumberland Advisors - Markets & Cognitive Epistemology

We want to open a discussion about cognitive epistemology, invoking behavioral economics and translating our conclusions into a market strategy at the end. Epistemology is the study of how we know what we know – or really, what we think we know. Here is a precise definition: “the theory of knowledge, especially with regard to […]

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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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