Tag Archives: Coronavirus

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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 […]

How the coronavirus could spark a severe slowdown or recession in America

Author: , Post Date:
Market Commentary - Cumberland Advisors - Corona Virus & Markets

How the coronavirus could spark a severe slowdown or recession in America Excerpts below. By Matt Egan, CNN BusinessWednesday, Feb 26, 2019 New York (CNN Business)The longest economic expansion in American history has survived an unprecedented trade war, a catastrophic tsunami in Japan and a severe crash in oil prices. The fast-moving coronavirus poses yet […]

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, […]

Cumberland Advisors Week in Review (Feb 17, 2020 – Feb 21, 2020)

Author: Cumberland Advisors, Post Date: February 23, 2020
Cumberland-Advisors-Matt-McAleer-Update-Feb-21-2020

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 […]

Cumberland Advisors Market Commentary – COVID-19, SARS, Markets?

Author: David R. Kotok, Post Date: February 21, 2020
Market Commentary - Cumberland Advisors - COVID-19, SARS, Markets

Many market agents have invoked SARS as a model for assessing market strategy and reaction functions to COVID-19. They’re wrong. Here’s a link to the official WHO statistics regarding SARS: “Summary of probable SARS cases with onset of illness from 1 November 2002 to 31 July 2003,” https://www.who.int/csr/sars/country/table2004_04_21/en/. Take a look by country and case […]

Cumberland Advisors Market Commentary – The Virus and Markets

Author: David R. Kotok, Post Date: February 20, 2020
The Virus and Markets

“Global equity markets have been able to look through the bearish threat from the spreading Covid-19 with nearly all indexes, excluding the CSI and the Shanghai Comp, higher on the month. “Optimism that the virus won’t become a pandemic, and that the impact will be transitory (and fairly modest outside of China) are supportive. And […]

Cumberland Advisors Market Commentary – Coronavirus and Global Shipping

Author: David R. Kotok, Post Date: February 18, 2020
Market Commentary - Cumberland Advisors - Coronavirus and Global Shipping

Coronavirus Impact on Shipping It did not take long for the coronavirus outbreak to seriously impact global shipping. In late January, industry leader FreightWaves, in an American Shipper interview with economist Paul Bingham, director of transportation consulting at IHS Markit, expressed concern about virus effects of Chinese manufacturing cutbacks on world supply chains and container […]

Cumberland Advisors Week in Review (Feb 10, 2020 – Feb 14, 2020)

Author: Cumberland Advisors, Post Date: February 15, 2020

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 […]

Cumberland Advisors Market Commentary – Virus Death Count

Author: David R. Kotok, Post Date: February 14, 2020
Market Commentary - Cumberland Advisors - Corona Virus Series Title Page

Markets were dealt a surprise on February 12, when changes to the way coronavirus cases in Hubei Province are counted resulted in a dramatic surge in the number of new cases reported in China (“Coronavirus: Hubei Province reports spike in new confirmed cases and deaths after change in diagnostic criteria,” https://www.scmp.com/news/china/society/article/3050354/coronavirus-hubei-province-reports-sharp-spike-new-confirmed). For epidemiologists and for […]