Cumberland Advisors Week in Review (May 13, 2019 – May 17, 2019)

Author: , Post Date: May 18, 2019
image_pdfimage_print

Cumberland Advisors Week in Review (May 13, 2019 – May 17, 2019)
May 18, 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 may also include older commentaries that our editors have determined to be of interest to our audience. Your feedback is always welcome.

 

MATT MCALEER’S WEEKLY RECAP

The markets are two sided and you can approach them from a half-glass-full or a half-glass-empty perspective. In this week’s video, we talk about:

  • What we really dislike
  • What’s positive
  • What we’re keeping an eye on
  • Cash levels
  • We hate being late!
  • What we’re purchasing
  • What we’ll look to do in a pullback
  • Software
  • Liquidity is king

And Matt McAleer tops it off with some “horse” talk and a nod to what John Mousseau and he likes.

Watch below or at this link: YouTube


LATEST MARKET COMMENTARY

Tariffs – Macroeconomic Versus Microeconomic Effects: In the Long Run We Are All Dead

Robert Eisenbeis, Ph.D. 05/17/2019

Robert Brusca Ph.D. on Tariffs, Trade, and the Fed

Robert Brusca, Ph.D. 05/14/2019

White House Considers Economist Judy Shelton for Fed Board

David R. Kotok 05/13/2019

Hope Is Not a Strategy

Robert Eisenbeis, Ph.D. 05/07/2019

Brexit Deadlock and Investor Uncertainty

William Witherell, Ph.D. 05/06/2019

Q1 2019 Credit Commentary

Patricia Healy, CFA 05/03/2019

Sign up or see more Market Commentary


IN THE NEWS

Bloomberg – Trade War’s Hammerlock on Bond Market Puts Lower Yields in Sight

Quoted: David R. Kotok 05/18/2019

CNN Business – Why the US-China trade war won’t last

Quoted: David R. Kotok 05/14/2019

POLITICO – Markets freak (a little)

Quoted: David R. Kotok 05/08/2019

Bloomberg Radio – Bloomberg Daybreak Asia: Wear a Helmet When Doing Falconry With These Hawks (Radio)

Quoted: David R. Kotok 05/06/2019

Bloomberg Radio – The Fed Decides (Radio Podcast): Bob Eisenbeis on Bloomberg Markets

Quoted: Robert Eisenbeis, Ph.D. 05/02/2019

WisdomTree – A Unique Lens on Risk Management

Quoted: Matt McAleer 05/01/2019


Join John Mousseau, Matt McAleer, & David Kotok for interviews this past week.

Cumberland Advisors Recent TV Appearances

LOCALLY

Gabriel Hament pictured here with Donna Maytham
Gabriel Hament pictured here with Donna Maytham, Fine Arts Society President
 

This week, Gabriel Hament, Investment Advisor Representative specializing in Foundations, Charitable Accounts & Private Individuals, attended and participated in the Fine Arts Society of Sarasota’s 2019 Scholarship Awards Luncheon at the Bird Key Yacht Club. Audience members were treated to live violin, piano and trumpet performances by scholarship recipients. Young artists studying graphic design, painting and illustration presented their latest works. Over $46,000 in scholarships were awarded to 12 high school and college students pursuing degrees in music, dance and art and design. Locally, students from Booker High School, Pine View, Sarasota High School and Ringling College of Art and Design were well-represented and recognized for their achievements. The Fine Arts Society of Sarasota has given more than $1 million in grants and scholarships in support of our local art community. To learn more about the good work of the Fine Arts Society of Sarasota, please visit www.fineartsrq.com.

ADDITIONAL RESOURCES

Lessons from Thucydides

David R. Kotok has written the monograph pamphlet, “Lessons from Thucydides” detailing information asymmetries and their implications for investors and world affairs. The concept of a Thucydides Trap and its rise and avoidability (or lack thereof) is often debated and David makes a case for dealing with them weaving current and historical events into a comprehensive narrative.

Thucydides-Trap

This free monograph also has lessons for President Donald Trump’s trade policy. Can the United States avoid a Thucydides Trap with China & Xi Jinping? Will you benefit from the Lessons of Thucydides or fall victim to a Thucydides Trap? If information is key, you now have a handbook at your fingertips. Download a copy of this monograph in either PDF (free) or Kindle ($.99) format. https://www.cumber.com/thucydides/

cumber map
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.
Loading...