Cumberland Advisors Week in Review (Dec 16, 2019 – Dec 20, 2019)
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 always welcome.
As part of Cumberland Advisors’ continuous effort to maintain strong customer relationships, we offer this week’s short video discussing current market conditions and how we are positioning portfolios.
This week, David R. Kotok and Matt McAleer set the stage for John R. Mousseau to cap the week and year for Bonds and Equities.
Watch in the video player above or at this link: https://youtu.be/Waj12ftYuHE
Would you like to leave a comment for John or David? Contact them or any one of our advisors by following this link: https://www.cumber.com/our-people/
Have a great weekend and thank you for joining us at Cumberland Advisors.
Matt enjoys your feedback. You can reach him at:
-Link to Matt’s Email: Matthew.McAleer@Cumber.com
-Link to Matt’s Twitter: https://twitter.com/MattMcAleer4
-Link to Matt’s LinkedIn: https://www.linkedin.com/in/matthew-c-mcaleer/
-Call Matt: (800) 257-7013
Or email us at email@example.com or give us a call at (800) 257-7013
IN THE NEWS
Quoted:John R. Mousseau, CFA – 12/17/2019
Quoted:David R. Kotok – 12/16/2019
Quoted:Todd Engelhardt – 12/05/2019
Quoted:Patricia Healy, CFA – 12/06/2019
Quoted:Cumberland Advisors – 12/05/2019
Quoted:David R. Kotok – 12/05/2019
Quoted:Todd Engelhardt – 12/05/2019
Quoted:David R. Kotok – 12/03/2019
Author: David R. Kotok, Post Date: December 20, 2019
In the famous 1939 movie Gone with the Wind, Scarlet O’Hara (Vivien Leigh) delivers this poignant entreaty to Rhett Butler (Clark Gable): “Where shall I go? What shall I do?” Rhett counters with the retort, “Frankly, my dear, I don’t give a damn.” A blockbuster line delivered in just seconds, it has endured for decades. [Continued…]
Over the last few decades, trust in key public institutions has been eroding. Here are some recent figures compiled by Gallup that document this trend: In 1973, 42% of respondents said that they had a “great deal or quite a lot” of confidence in Congress. In 2019, only 11% expressed that level of confidence. In [Continued…]
Many have written, interviewed, and commented about the passing of Paul Volcker. We particularly like the commentary of Chris Whalen, who knew him better than many and whose family had connections with Paul Volcker over the years. We also note our GIC colleague Catherine Mann’s remembrance. Cathy, that was an interesting haircut “back when.” At [Continued…]
“Boring” was how commentators on at least one network characterized the FOMC’s December 11th decision to hold rates constant. It was, in fact, a no-brainer decision given the strong labor market, which created 266 thousand jobs in November; strong consumer spending based upon the Black Friday and Cyber Monday sales data; an unemployment rate at [Continued…]
Bloomberg Surveillance: Negative Interest Rates with Kotok (Radio Podcast)
Author: David R. Kotok, Post Date: November 27, 2019
Cumberland Advisors’ David R. Kotok talks about negative interest rates, NIRP, and says the European Central Bank’s (ECB) Christine Lagarde has a difficult task right now.
He also discusses China, the pork shortage, and the impact of viruses on the global food supply.
Running time 25:02, David is introduced at the 10:45 mark – Play Episode: https://www.bloomberg.com/news/audio/2019-11-27/surveillance-negative-interest-rates-with-kotok-podcast
Also see David’s Nov 25, 2019 commentary on NIRP: https://www.cumber.com/cumberland-advisors-market-commentary-nirp-lagarde-trump-dickens-holidays/
In Case You Missed It…
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