One Sarasota Tower
2 N. Tamiami Trail, Suite 303
Sarasota, FL 34236

614 E. Landis Ave, Vineland, NJ 08360

(800) 257-7013		 spacer
HOME  | ABOUT CUMBERLAND  | OUR PEOPLE  | CONTACT US spacer spacer
spacer
INVESTMENT STRATEGY
spacer
INVESTMENT STYLES
spacer
MARKET COMMENTARY
spacer
IN THE NEWS
spacer
SPEECHES & EVENTS
spacer
SPECIAL REPORTS
spacer
TRAVELOGUE
spacer
QUESTIONS
spacer
PRIVACY
spacer
ADV PART II
Market Commentary E-mail this page to a friend Click here to view a printer-friendly version of this page Sign up to receive free market commentary 

Date Author Title
07/29/2009 David Kotok

Being in the Sweet Spot (Twice)
07/24/2009 David Kotok

Be Careful What You Ask For
07/21/2009 David Kotok Dennis Gartman, Ben Bernanke & Congress
07/19/2009 David Kotok

Meredith Whitney and 13%
07/14/2009 David Kotok Viacialevitra in Reverse

07/12/2009 David Kotok

Financing Massive deficits.  Also, John Mauldin

07/09/2009 David Kotok Interest Rates go Negative: Compare Riksbank (Sweden) with our Federal Reserve

07/07/2009 David Kotok & Bob Eisenbeis What if the Fed were a bank?
07/07/2009 Bill Witherell Should the BRussiaICs Become the BICs?

07/06/2009 John Mousseau The ABCs of California IOUs

07/04/2009 David Kotok Happy Birthday America

06/30/2009 David Kotok Today’s lunch with Jim Bullard

06/25/2009 Bill Witherell Global Recovery In Sight, China A Locomotive
06/24/2009 David Kotok Personal Savings Rate to Rise. Also, Ask Bob Parker
06/21/2009 David Kotok Florida, Florida, Florida & Clock Restaurant
06/18/2009 David Kotok Obama’s Financial Regulatory Restructuring is an “Industrial Policy”

06/10/2009 Bill Witherell Notes from the Corporate Governance Front Lines
06/15/2009 Bob Eisenbeis Interest Rates and the Policy Squeeze
06/10/2009 Bob Eisenbeis The Fed Subpoena and BofA Testimony
06/09/2009 David Kotok PAYGO, Deficits and the Fed
06/08/2009 Bill Witherell Two Pacific Rim Gems

06/04/2009 Bill Witherell Canada: Looking North to Add Value

06/03/2009 David Kotok Kulefu
06/01/2009 David Kotok Puku Ridge

05/22/2009 Bill Witherell India Votes for Stability and Growth

05/20/2009 David Kotok Strategy Update Plus Victoria Falls

05/19/2009 Bob Eisenbeis Football and Financial Regulatory Reform

05/07/2009 David Kotok Quick Bullets

05/05/2009 David Kotok Stress Tests & Tim Geithner's Bar Mitzvah

05/04/2009 Bill Witherell The Deepening Recession In Europe

05/03/2009 David Kotok Swine Flu Strategy Update

04/29/2009 Bill Witherell Investing Globally Under an International Health Emergency Alert

04/28/2009 Bill Witherell Mexico Back to Zero

04/27/2009 David Kotok Swine Flu, Bird Flu, Human Flu
04/24/2009 Peter Demirali Build America Bonds - A Great Start

04/22/2009 Bob Eisenbeis Bank Lending

04/19/2009 David Kotok Big Changes in Muniland

04/16/2009 Bob Eisenbeis The Goldman Exit

04/14/2009 Joseph Mason Regulatory Malfeasance and the Financial System Collapse

04/11/2009 David Kotok Does the Stock Market Rally Have Legs?

04/06/2009 Bob Eisenbeis Federal Reserve Independence

04/02/2009 Bill Witherell Japan and the G20

03/31/2009 David Kotok Heads or Tails? Parts 1 & 2 - Combined and Revised

03/26/2009 Bob Eisenbeis Systemic Risk Authority

03/21/2009 David Kotok A Lynch Mob

03/18/2009 Bob Eisenbeis An Interesting Hearing: AIG – Part Three of Three

03/18/2009 Bob Eisenbeis An Interesting Hearing: AIG – Part Two of Three

03/18/2009 Bob Eisenbeis An Interesting Hearing: AIG – Part One of Three

03/17/2009 Bill Witherell The Times, They Are A'Changing

03/17/2009 David Kotok Three Quick Points About the Fed

03/16/2009 David Kotok Systemic Risk

03/09/2009 David Kotok Fixing the Banking System

03/08/2009 Bill Witherell Investor Eyes Are on the Dragon Economy

03/04/2009 David Kotok A Forecast of the Economic Outcome from Obama’s plan

03/02/2009 David Kotok AIG:  What It Means?
03/02/2009 Bob Eisenbeis Citigroup:  Who Has the Pea?
02/26/2009 Bob Eisenbeis Stress Tests:  What They Mean and Don’t Mean
02/25/2009 Bill Witherell Cry for Argentina, Maybe for Mexico; Dry Eyes for Brazil and Chile

02/24/2009 Bob Eisenbeis Housing Affordability Plan

02/22/2009 David Kotok The next chapter in Citigroup’s saga is unfolding as the Oscar winners are revealed
02/17/2009 Bob Eisenbeis Primary Dealers

02/16/2009 Bill Witherell The G7 and the Global Recession

02/13/2009 David Kotok Washington Seems in Disarray and More on Intel and President Obama

02/12/2009 Bob Eisenbeis What is the Problem?

02/11/2009 Christopher Whalen Does Fair Value Accounting + Credit Default Swaps = Global Deflation?
02/10/2009 David Kotok Tim Geithner’s Speech and Plan
02/09/2009 Bill Witherell The EMU versus the Global Recession
02/06/2009 Bob Eisenbeis It Isn't That Hard
02/03/2009 Bob Eisenbeis Maiden Lane Losses
02/02/2009 David Kotok Managing Inflation Expectations and Motivating Economic Growth by Joseph R. Mason
01/31/2009 Jack Blumenthal Pondering Madoff as you Choose Auditors by Jack Blumenthal
01/30/2009 John Mousseau 2008 Muni Madness: The Movie
01/28/2009 David Kotok Today's Fed Statement
01/27/2009 Bob Eisenbeis Why Secretary Geithner’s China Comments Matter

01/26/2009 Bill Witherell Consultation versus Confrontation with China
01/24/2009 David Kotok Geithner, Obama and China
01/21/2009 James Bianco Bianco: The Dow Is Distorted
01/20/2009 Bob Eisenbeis Mortgage Rates and Treasury Rates -- How Low Will They Go?
01/18/2009 David Kotok Geithner and the NY Fed Code of Conduct
01/15/2009 David Kotok Geithner, Obama, Audacity (defined?)
01/14/2009 David Kotok Cumberland on Currencies, Gartman on Geithner, Kotok postscript on Geithner
01/09/2009 Bill Witherell Pick of the BRICs in 2009
01/08/2009 David Kotok Report From Paris
01/06/2009 Bob Eisenbeis Looking Ahead by Looking Back
01/05/2009 Bob Eisenbeis GM Subsidies
01/02/2009 David Kotok US Stock Markets and 2009
12/27/2008 Bob Eisenbeis Looking Ahead to 2009
12/23/2008 David Kotok Pondering Madoff as we enter 2009
12/22/2008 Carol Mulcahy Give the Gift of Education
12/17/2008 Bob Eisenbeis At First Blush
12/15/2008 David Kotok Today’s New York Times Editorial
12/14/2008 David Kotok 2009 Outlook—Markets Measure; They Don’t Forecast
12/12/2008 Peter Demirali And Then There Were None
12/11/2008 Bob Eisenbeis Statements from the Shadow Financial Regulatory Committee
12/10/2008 David Kotok Anomalous behavior: negative T-bill yields
12/07/2008 David Kotok “None. Zilch. Zip.”
12/05/2008 Bob Eisenbeis A Shift in Direction, or Blowing in the Wind?
12/04/2008 Bob Eisenbeis Reflections on Mumbai and What It Might Mean
12/01/2008 David Kotok How big? How low? How now brown cow?
11/28/2008 Bob Eisenbeis Transparency or Opacity?
11/27/2008 Carol Mulcahy T’is the Season for Giving … While Saving?
11/23/2008 David Kotok Questions for Geithner
11/17/2008 Bill Witherell G20 Summit Outcome Surpasses Expectations
11/16/2008 David Kotok See The USA In Your Chevrolet
11/14/2008 Bill Witherell Reforming the Global Financial System
11/13/2008 David Kotok Was It or Wasn't It?
11/12/2008 Bob Eisenbeis Myths
11/10/2008 Bob Eisenbeis A Program With an Exit Strategy
10/31/2008 David Kotok Tinker to Evers to Chance
10/26/2008 David Kotok Dammit! This is NOT the Great Depression
10/24/2008 John Mousseau The Muni Hedge
10/20/2008 Bob Eisenbeis An Offer They Couldn't Refuse
10/17/2008 Michael Comes Shhh! Don’t tell anybody about the 4.2 basis points
10/15/2008 Bill Witherell Guardians of Global Financial Stability
10/13/2008 Bob Eisenbeis The Next New Paulson Plan
10/08/2008 David Kotok Throwing in the Towel
10/06/2008 Bob Eisenbeis Doom and Gloom?
10/04/2008 David Kotok Money: From American to Zimbabwe
10/02/2008 John Mousseau Municipal Madness Again
10/01/2008 David Kotok The Senate's Deed is Done
10/01/2008 David Kotok What a Mess!
09/27/2008 David Kotok Pontificatus Interruptus
09/24/2008 Bob Eisenbeis Helicopter Hank
09/23/2008 David Kotok Never Trust Someone Who Says "Trust Me."
09/22/2008 Bob Eisenbeis How Much Money Does the FDIC Really Have?
09/20/2008 David Kotok What a week! Not just last week but next week, too!
09/16/2008 David Kotok AIG-LEH-Federal Reserve and Asymmetric Information. Special thanks to John Silvia, Dennis Gartman, George Akerlof and (we hope) Janet Yellen
09/11/2008 Daid Kotok September 11th Reflection
09/10/2008 Bob Eisenbeis Wishful Thinking
09/09/2008 Bill Witherell Trouble in the Eurozone
09/08/2008 Bob Eisenbeis Hank Punts on First Day of Pro Football Season
09/06/2008 David Kotok GSE and Moral Hazard
09/02/2008 John Mousseau One Small Step for a Beaten-Up Insurer and a Battered Muni Market
09/01/2008 David Kotok Banks, Cash & Labor Day
08/24/2008 David Kotok Vladimir Putin, Teddy Roosevelt, the GIC & me on a Baltic Non-vacation
08/19/2008 David Kotok Hans Christian Anderson and Vladimir Putin
08/18/2008 Bob Eisenbeis Primary Dealers and Their Loss Experience
08/15/2008 David Kotok Joseph Stalin plus 75 (years) = Vladimir Putin
08/13/2008 Bill Witherell Russia Enters Georgia – Cumberland Exits Russian Stocks
08/10/2008 David Kotok Auction Rate Securities (ARS) and a new Fed “Maiden Lane 2”. Also, Cleveland: “hold your water.” And more on fishing weekend in Maine
08/06/2008 David Kotok Fishing and Forecasting
07/30/2008 Bob Eisenbeis Sliced Bread or Double Dipping? More on Covered Bonds
07/29/2008 David Kotok Celebrating the Anniversary of the Credit Crunch in Maine
07/25/2008 David Kotok How Safe is Your Bank?
07/24/2008 Bob Eisenbeis Are Covered Bonds the Answer?
07/23/2008 Bill Witherell The Global Bear Market in Equities
07/21/2008 Bob Eisenbeis “IndyMac:  Who’s to Blame for What?”
07/20/2008 John Mousseau Tax-free Bond Opportunity: A VRDN Case Study
07/17/2008 Bob Eisenbeis What Next for Freddic Mac and Fannie Mae?
07/13/2008 David Kotok About Paulson's Statement
07/12/2008 David Kotok Fannie and Freddie
07/08/2008 David Kotok TAF, Fallacy of Composition, Report from Singapore
07/02/2008 David Kotok TAF Results and Banks
06/30/2008 Older Commentary July 2007 to June 2008

Cumberland AdvisorsSM is registered with the SEC under the Investment Advisors 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 states and/or international jurisdictions 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.

For a list of all equity recommendations for the past year, please contact Therese Pantalione at 856-692-6690,ext. 315. 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.
 COPYRIGHT ©2010 CUMBERLAND ADVISORS, INC. POWERED BY: BALANCED COMPUTING 
spacer
spacer