Cumberland Advisors Week in Review (Oct 29, 2018 – Nov 02, 2018)
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.
Matt McAleer talks about the market this week and Cumberland Advisors’ broad positions. David Kotok jumps in with some Q&A about trade talks and the midterm elections: are they having an effect on the market?
- The November FOMC and the Election
Robert Eisenbeis, Ph.D. 11/02/2018
- Responses to Climate Change & Markets
David R. Kotok 11/01/2018
- Italy Update: Still a Concern for Investors
William Witherell, Ph.D. 10/31/2018
- A Trifecta of Hate
David R. Kotok 10/30/2018
David Kotok, Chief Investment Officer/Co-Founder, Cumberland Advisors, joins Chuck Jaffe on his program, Money Life.
BLOOMBERG – Markets to Head Higher After Rocky Period (Radio)
Quoted: David R. Kotok 10/31/2018
The Queensland Times – Puerto Rico’s revised fiscal plan shows surplus; bonds rally
Quoted: Shaun Burgess 10/23/2018
Sarasota Herald Tribune – MOUSSEAU: The Cumberland World Series Theory of the Bond
Quoted: David R. Kotok 10/19/2018
Robert Eisenbeis, Ph.D. 7/23/2018
In the wake of the turmoil in Washington, DC, over his performance in Helsinki, President Trump also took a sideswipe at the Federal Reserve, criticizing the FOMC’s recent efforts to normalize policy. Most presidents – though not all – have understood that Fed independence ensures separation from the Treasury and serves as a check on fiscal excesses. When a central bank takes orders from the fiscal side of government, history shows that inflation and economic decline soon follow. Continued…
David R. Kotok 10/15/2017
Three levels are apparent in the wonderfully crafted movie Tulip Fever, in which the impeccably cast Judi Dench is both abbess (mother superior) and tulip-speculating vault keeper. The film is a cinematic lesson about trading momentum and human emotions overtaking investment reasoning. But there is also a lesson in Dutch history, with a marvelous depiction of early 17th-century Amsterdam and only by surmise and projections Amsterdam’s upstart cousin Nieuw Amsterdam, otherwise known as New York. Bottom line: NYC really was and still is a Dutch town. Continued…
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