Tag Archives: Economy

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Cumberland Advisors Guest Commentary – Timely Data Matters

Author: Samuel E. Rines, Post Date: April 8, 2020
Guest Commentary - Timely Data Matters

My friend and Camp K veteran, Sam Rines ( Chief Economist at Avalon Investment and Advisory), has an excellent discussion on high frequency data and how critical it is in the current environment. He is kind enough to give us permission to share the entire piece entitled, “Timely Data Matters,” with our readers. Thank you, […]

Cumberland Advisors Market Commentary –  WW2 versus WWC: The Doolittle Moment

Author: David R. Kotok, Post Date: April 7, 2020
WW2 versus WWC - The Doolittle Moment 1280x720

We’re going to look at World War 2 (WW2) versus the World War COVID-19 (WWC) events now unfolding and see what we can glean about markets, economies, interest rates, inflation rates, and the overall outlook. Let’s start with the stock market.  We expect this will be a multi-part series. Below is a chart that shows […]

Cumberland Advisors Week in Review (Mar 30, 2020 – Apr 03, 2020)

Author: Cumberland Advisors, Post Date: April 4, 2020
Cumberland-Advisors-Matt-McAleer-Weekly-Update

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 Guest Commentary – Maybe the World is not Ending!

Author: Michael Drury, Post Date: March 30, 2020
Michael-Drury-McVean-Trading-Header

Dear Readers: Mike Drury is past chair of the Global Interdependence Center, a skilled economist and a personal friend. He is not in the “world is coming to the end” camp. He has given me permission to run his entire weekend piece. Enjoy! -David Kotok Will second quarter NOMINAL GDP be positive? (Yes, that is […]

Cumberland Advisors Week in Review (Mar 23, 2020 – Mar 27, 2020)

Author: Cumberland Advisors, Post Date: March 28, 2020
Cumberland-Advisors-Market-Update

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 […]

Morning Money – Trump’s dangerous dance with Wall Street

Author: , Post Date: March 25, 2020
David R. Kotok

Excerpt from… Morning Money – Trump’s dangerous dance with Wall Street By BEN WHITE and AUBREE ELIZA WEAVER – 03/25/2020 CNBC reported that President Donald Trump and Vice President Mike Pence held a conference call on Tuesday with big Wall Street investors to discuss re-starting the economy during the coronavirus crisis. Titans on the call […]

Cumberland Advisors Week in Review (Mar 16, 2020 – Mar 20, 2020)

Author: Cumberland Advisors, Post Date: March 20, 2020
Cumberland-Advisors-Market-Update

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 – Why We Don’t Know How Many COVID-19 Cases We Have

Author: David R. Kotok, Post Date: March 17, 2020
Market Commentary - Cumberland Advisors - 2019 Novel Coronavirus (2019-nCoV) Title Page

The March 12 issue of The Economist addresses the adjustments governments and their leaders are being forced to make as the world confronts COVID-19: “Few of today’s political leaders have ever faced anything like a pandemic and its economic fallout – though some are evoking the financial crisis of 2007–09. As they belatedly realise that […]

Cumberland Advisors Market Commentary – Airlines and COVID19

Author: David R. Kotok, Post Date: March 13, 2020
Market Commentary - Cumberland Advisors - Airlines and COVID19

Cumberland portfolios hold no airline stocks, no transportation stocks, no hotel, leisure or hospitality stocks. Sector ETFs were sold. Some of these stocks are part of the broad based ETFs which are tied to an index basket. Now let’s look at airlines. Since the advent of widespread air travel following World War II, the world […]