Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm managing over $3 billion in assets.
Golden Cross Materializes in S&P 500 Price Action Bloomberg Daybreak: Americas April 2nd, 2019, 9:38 AM EDT Philip Camporeale, investment specialist at JPMorgan Asset Management, and David Kotok, chairman and chief investment officer at Cumberland Advisors, discuss the sustained rally in equities. They speak on “Bloomberg Daybreak: Americas.” (Source: Bloomberg) Watch at on Bloomberg. […]
The US stock market staged a powerful recovery in the first two months of 2019. This upturn followed promptly on the heels of the Christmas Eve massacre at the end of 2018. We’ve written about the causes of that massacre and can share the discussion with anyone who missed it. Just email me for a […]
Matt McAleer, Executive Vice President & Director of Equity Strategies for Cumberland Advisors, appears on the TD Ameritrade Network to discuss financial markets with Oliver Renick. View the discussion here: https://tdameritradenetwork.com You can watch Matt’s deliver weekly updated market commentary here on Cumberland Advisors’ YouTube Channel. Can’t get enough of Matt? Listen to him during […]
Cumberland CIO Kotok on Where to Invest in the Muni Market Bloomberg Daybreak: Americas March 4th, 2019 David Kotok, chairman and chief investment officer at Cumberland Advisors, and Amanda Albright of Bloomberg News discuss the municipal bonds market on “Bloomberg Daybreak: Americas.” (Source: Bloomberg) Watch on Bloomberg’s site or embedded below: https://www.bloomberg.com Links […]
Matt McAleer, Executive Vice President & Director of Equity Strategies for Cumberland Advisors, appears on the TD Ameritrade Network to discuss financial markets with Oliver Renick. View the discussion here: https://tdameritradenetwork.com You can watch Matt’s deliver weekly updated market commentary here on Cumberland Advisors’ YouTube Channel. Can’t get enough of Matt? Listen to him during […]
Cumberland’s Kotok Sees a Need to Expand Uncertainty Premium Bloomberg Daybreak: Americas January 29th, 2019, 8:56 AM EST David Kotok, chairman and chief investment officer at Cumberland Advisors, discusses the issues to watch for in the current earnings season. He speaks on “Bloomberg Daybreak: Americas.” (Source: Bloomberg) Watch on Bloomberg’s site or embedded below: […]
Excerpt from… Deals pour in to slightly firmer market By Aaron Weitzman Christine Albano Published January 15 2019, 1:50pm EST New deals were rolling in, with timing benefiting issuers as the market firmed. Strong demand will likely lead to oversubscriptions on the Pennsylvania Housing Finance Authority deal after a significant portion of the longer maturities […]
Excerpt from… Climate change, a rising tide affecting the muni market By Sarah Wynn Published January 08 2019, 12:45pm EST WASHINGTON — Portfolio managers are feeling the heat when it comes to investing in bonds that could potentially be affected by climate change. Climate change has long been a point of political and social contention, […]
How Trump’s trade war is unraveling the Trump rally Excerpts below. By Matt Egan, CNN BusinessThursday, January 3rd 2019, 9:39 AM HSTUpdated: Thursday, January 3rd 2019, 9:54 AM HST Evidence is mounting that the US-China trade war is dealing a blow to the American stock market. Stocks plunged on Thursday after Apple (AAPL) blamed a […]
Herein, with the help of historians, university professors and Cumberland Advisors, a sampling of market sentiment from presidents past: Jimmy Carter President Carter, who was in office from 1977 to 1981, “spread gloom and doom” about the energy crisis that engulfed the nation at the time, said Schmidt. The crisis saw oil prices jump roughly […]
