Tag Archives: Quarterly Review


Cumberland Advisors Market Commentary – 2Q2019 Review: Total Return Taxable Fixed Income

Author: Daniel Himelberger, Post Date: June 25, 2019
Cumberland Advisors - Dan Himelberger - Portfolio Manager & Fixed Income Analyst

Treasury yields dropped precipitously throughout the second quarter of 2019, with the biggest decline seen in the short to intermediate maturities. As of 6/20/19 the most sizable decline was in the 2-year Treasury, which dropped 54 bps to 1.724%, while the 30-year Treasury lagged this drop in yield but still declined 28.2 bps to 2.533%. […]

US ETF Q3 2018 Review

Author: David R. Kotok, Post Date: September 20, 2018
Cumberland Advisors - Quarterly Review - US ETF

Third-quarter US stock markets have faced a formidable array of media distractions, ranging from hurricanes to Trump tweets to SCOTUS scuffles – and on and on. For markets the trade war and the Fed have been key. Fed policy seems predictable as the hiking path continues. Trade war effects are worrisome and starting to reveal […]

Quarterly Review: US ETF

Author: David R. Kotok, Post Date: June 19, 2018
Cumberland Advisors - Quarterly Review - US ETF

US stocks were buffeted by crosscurrents in the first half of 2018. There were Trump Tweetstorms, geopolitics in China and Korea, G-7 trading-partner fights with Canada, our largest and most durable trading partner. Add to that a blistering attack on the press (what happened to the First Amendment?) and a White House withdrawal from communication […]