Cumberland Advisors Week in Review (Feb 24, 2020 – Feb 28, 2020)

Author: Cumberland Advisors, Post Date: February 29, 2020
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The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.

Week In Review

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.

CUMBERLAND ADVISORS’ WEEKLY RECAP

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.

 

Thank you for joining us for another “Cumberland Advisors Week In Review.” What a week! Matt McAleer talks about his week in trading and he touches on these point and more:

-We have to put our minds around the 30yr Treasury
-Invest in Treasurys or the S&P 500? We talk about it.
-You must be willing to accept risk to make decisions.
-Let’s look at some things we like to go over day-by-day.
-How about Supply and Demand? And looking at things from a technical standpoint?
-We have some charts for you to look at with us.
-I like to look at charts without preconceived notions.
-I recommend you look at charts the same way.
Dr. Leo Chen, our Quant Analyst and Portfolio Manager, has been taking note of signals – I explain.
-When we look at markets, we look at what is getting bids & what is rallying.
-I share what I didn’t expect this week.
-I share some historical information with you.
-This week has been a rare event.
-To conclude: fascinating movement in the fixed income market. The 30 year Treasury down through the S&P 500 is something I haven’t seen before. It has happened briefly a couple of times over the last 50-75 years. When it has happened, it was for a very brief period before rates rose again or the market rallied enough to drop that dividend yield.
-We don’t try to predict. We work with data.

Have you seen the agenda for our upcoming energy conference, called “An Outlook on Energy Policy“? It’s in partnership with the University of South Florida, Sarasota-Manatee (USFSM) and the Global Interdependence Center (GIC). I’ll be speaking at it along with many others including Patty Healy CFA, Cumberland’s Senior Vice President of Research and Portfolio Manager. She’ll be exploring, among many issues, water quality and projects, ESG, and municipalities, municipal bonds and municipal credit. Many of these things are tied together with energy investing that the layman may not be aware of. More information is available at this link and in the description at the end of this brief: https://www.interdependence.org/events/an-outlook-on-energy-policy/

Please reach out to me with any questions/comments you may have about this week’s video, I always appreciate your calls, comments, and emails.

Watch this week’s update in the player above or at this link: https://youtu.be/4aJF0AmsC-A

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/
-Feel free to email us at info@cumber.com or give us a call at (800) 257-7013

Contact Matt or any one of our advisors by following this link: https://www.cumber.com/our-people/


Cumberland Advisors Guest Commentary – Guest Words from Jay Simkin about China Virus

Author: Jay Simkin & David R. Kotok, Post Date: February 28, 2020

Market Commentary - Cumberland Advisors - Guest Words from Jay Simkin about China Virus Jay Simkin is a skilled global observer who consults privately on global risks. We have exchanged information for many years. Sometimes we don’t agree, but we always maintain a candid exchange and respect for each other’s work. Jay emailed me his own view on the coronavirus and China, and I asked permission to share his [Continued…]

Cumberland Advisors Market Commentary – The Virus & The “Truth”

Author: David R. Kotok, Post Date: February 26, 2020

Market Commentary - Cumberland Advisors - Coronavirus COVID-19 Tribute Without a vaccine, the best medicine for an epidemic is the truth. Lies and cover-ups make matters worse; we all know it. We recently saw it in Wilmington, North Carolina, where a fake news report of coronavirus cases triggered disruption in the regional medical system. It is hard to catch a perpetrator of an internet [Continued…]

Guest Commentary – The DataTrek Research “Coronavirus” Investor Survey Results

Author: Nick Colas and Jessica Rabe, Post Date: February 24, 2020

The DataTrek Research Coronavirus Investor Survey Results Nick Colas and Jessica Rabe of DataTrek Research publish a terrific daily market analysis. They have kindly agreed to let us send their full Coronavirus survey note to our list. We thank them. The full February 23rd letter follows. David R. Kotok Chairman and Chief Investment Officer Email | Bio DATATREK MORNING BRIEFING February 23, [Continued…]

Cumberland Advisors Market Commentary – Wuhan Coverup and Trade. An Update.

Author: David R. Kotok, Post Date: February 6, 2020
Market Commentary - Cumberland Advisors - Corona Virus & Markets
What did Beijing know, and when did they know it? Did the Chinese negotiators ask for and obtain Article 7.6 (2) when they already knew they might have to invoke it? Did the US agree with the language in the dispute-resolution section without knowing about the degree of coronavirus spread and risk? Was the US a victim of Chinese deception? [Continued…]

Cumberland Advisors Market Commentary – China, Asian Stocks, and Coronavirus Risk

Author: William Witherell, Ph.D., Post Date: February 5, 2020
Market Commentary - Cumberland Advisors - China, Asian Stocks, and Coronavirus Risk
Beginning in late 2019 through the first half of January, stocks in Asia (excluding Japan), led by the Chinese market, rallied, outperforming most other equity markets. However, the region is now challenged by the spread of a new coronavirus originating in China. With an exponential increase in the number of infected cases in China and [Continued…]

Cumberland Advisors Market Commentary – A Wuhan Coverup and the Trade Deal?

Author: David R. Kotok, Post Date: February 3, 2020

Market Commentary - Cumberland Advisors - A Wuhan Coverup and the Trade Deal

We now know that the first person who contracted a mysterious pneumonia in Wuhan actually fell ill on December 1, almost two weeks earlier than Chinese authorities initially claimed. (See “Did China downplay the coronavirus outbreak early on?” https://www.vox.com/2020/1/27/21082354/coronavirus-outbreak-wuhan-china-early-on-lancet, and “Wuhan seafood market may not be source of novel virus spreading globally,” https://www.sciencemag.org/news/2020/01/wuhan-seafood-market-may-not-be-source-novel-virus-spreading-globally). That information [Continued…]


 


In the News…


Upcoming event with Cumberland Advisors…

Join Cumberland Advisors on Friday, March 20, 2020 for a program called “An Outlook on Energy Policy“. The event is held in partnership with the Global Interdependence Center, the University of South Florida Sarasota-Manatee, and with support from the Alliance for Market Solutions and First Trust. This half-day conference will explore investing in energy, policy approaches to climate change, and energy’s effect on Fed policy. “An Outlook on Energy Policy” will feature Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence LLC, Samuel Rines, Chief Economist, Avalon Advisors, Jim Lucier, Capital Alpha Partners, Former Congresswoman Gwen Graham, Former Congressman Carlos Curbelo, Jim Slutz, Director of Study Operations at the National Petroleum Council, along with other speakers and moderators.

More information and speaker bios can be found at the Global Interdependence Center website: https://www.interdependence.org/events/an-outlook-on-energy-policy/

We look forward to sharing with you an event filled with conversation, thought leadership, and valuable information.


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Cumberland Advisors Market Commentaries offer insights and analysis on upcoming, important economic issues that potentially impact global financial markets. Our team shares their thinking on global economic developments, market news and other factors that often influence investment opportunities and strategies.

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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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