The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. They are not revised assessments and circumstances may have changed in the market from the time of original publication. We also include older commentaries our editors have determined of interest to our audience. Your feedback is always welcome.
Matt McAleer on attitudes, movements, signals, cash, and broad positions in the market from Cumberland Advisors’ perspective.
Talking Stock Market with Matt McAleer
David R. Kotok 10/26/2018
The Cumberland World Series Theory of the Bond
John R. Mousseau, CFA 10/25/2018
Climate Change & Markets
David R. Kotok 10/23/2018
Markets & Cognitive Epistemology
David R. Kotok 10/19/2018
David Kotok talks about China’s economy, policies, stock market, and the disputes between the world’s two largest economies. He speaks with Ramy Inocencio and Haidi Stroud-Watts on “Bloomberg Daybreak: Australia.”
POLITICO – Big day in Fed Land
Quoted: David R. Kotok 10/25/2018
The Queensland Times – Puerto Rico’s revised fiscal plan shows surplus; bonds rally
Quoted: Shaun Burgess 10/23/2018
Bloomberg – Stocks Get Boost From China Rally; Dollar Weakens: Markets Wrap
Quoted: David R. Kotok 10/23/2018
CNN Money – Dow drops 800 points, led by tech shares, as stock market investors fear higher rates
Quoted: David R. Kotok 10/19/2018
Bill Witherell, Ph.D. 8/28/2018
In August, Venezuela devalued its currency, the bolivar, by 95%, cutting five zeros off the exchange rate. This measure was a desperate response to hyperinflation that reached an astonishing rate of 83,000% YoY in July, with prices doubling every 26 days. The IMF has projected the rate could reach one million percent this year. Continued…
Key West, Bob Bunting 11/27/20178
On September 10, 2018, Bob Bunting reminded us that one year prior, Hurricane Irma terrified citizens of Florida as the largest evacuation in US history and moved 6M people before the storm struck with 140 mph wind gusts at Marco Island before traversing the center of Florida. Had the storm moved 50 miles west, a knockout blow to Florida’s West Coast would have changed life as we know it. Our thoughts now go out to our fellow Floridians in the panhandle. Businesses and homeowners continue to struggle in areas like Panama City and Mexico Beach after Hurricane Michael destroyed thousands of homes and buildings on Florida’s Gulf Coast after making landfall on October 10, 2018.
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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.