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.
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
- 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
Robert Eisenbeis, Ph.D. 05/17/2019
Robert Brusca, Ph.D. 05/14/2019
David R. Kotok 05/13/2019
Robert Eisenbeis, Ph.D. 05/07/2019
William Witherell, Ph.D. 05/06/2019
Patricia Healy, CFA 05/03/2019
Quoted: David R. Kotok 05/18/2019
Quoted: David R. Kotok 05/14/2019
Quoted: David R. Kotok 05/08/2019
Quoted: David R. Kotok 05/06/2019
Quoted: Robert Eisenbeis, Ph.D. 05/02/2019
Quoted: Matt McAleer 05/01/2019
Join John Mousseau, Matt McAleer, & David Kotok for interviews this past week.
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 $1 million in grants and scholarships in support of our local art community. To learn more about the good work of the Fine Arts Society of Sarasota, please visit www.fineartsrq.com.
David R. Kotok has written the monograph pamphlet, “Lessons from Thucydides” detailing information asymmetries and their implications for investors and world affairs. The concept of a Thucydides Trap and its rise and avoidability (or lack thereof) is often debated and David makes a case for dealing with them weaving current and historical events into a comprehensive narrative.
This free monograph also has lessons for President Donald Trump’s trade policy. Can the United States avoid a Thucydides Trap with China & Xi Jinping? Will you benefit from the Lessons of Thucydides or fall victim to a Thucydides Trap? If information is key, you now have a handbook at your fingertips. Download a copy of this monograph in either PDF (free) or Kindle ($.99) format. https://www.cumber.com/thucydides/