Tag Archives: US ETF

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4Q2019 Review – US Equity ETF

Author: David R. Kotok, Post Date: January 3, 2020
Cumberland Advisors - Quarterly Review - US ETF

In 4Q 2019 markets continued to react to the buffeting news flow as an array of headlines besieged investors. Brexit, the Trump Trade War, energy sector write-offs (Chevron), political attacks in the healthcare sector, Fed policy debate and proposed wealth taxation were among the many worrisome topics. Meanwhile, US stock markets reached all-time highs, and […]

Cumberland Advisors Market Commentary – Turkey & Trump

Author: David R. Kotok, Post Date: October 19, 2019
David R. Kotok

Here is an updated report from Al Jazeera on the Turkey ceasefire and related developments. While it reflects network leanings, they are much different from the CNN-Fox distortions, and more facts may often be gleaned. https://www.aljazeera.com/news/2019/10/turkey-military-operation-syria-latest-updates-191017051518215.html Next we have the presidential tweeter’s self-proclaimed brilliance, hard on the heels of Pence and Pompeo’s trip to Ankara […]

Cumberland Advisors Market Commentary – 3Q19 Review – US Equity ETF

Author: David R. Kotok, Post Date: September 18, 2019
Cumberland Advisors - Quarterly Review - US ETF

Volatility and uncertainty characterized the third quarter of 2019. For the first two months the markets were buffeted by China trade war effects and threats, geopolitical uncertainty (Iran, North Korea), turnover in the Trump Administration (Bolton), tweets bashing the Fed (Trump), negative interest rates spreading worldwide ($17 trillion, mostly Europe). By the end of August, […]

Some Thoughts About The Stock Market

Author: , Post Date: April 16, 2018
Cumberland Advisors Market Commentary by David Kotok

We thought we would list a few things for readers to think about when contemplating the US stock market. 1. The first is a brilliant research observation from Morgan Stanley’s Andrew Sheets, who writes from London: “The result can materially boost the income a USD investor receives if they buy overseas assets and remove the […]

US Stock Market in First Quarter, 2018

Author: David R. Kotok, Post Date: March 14, 2018
Cumberland Advisors Market Commentary

US Stock market volatility returned in the 1st quarter of 2018 with a vengeance. The January to February low selloff took most major averages down in the double digit range (over 10% drop). The stock market peaked within days of President Trump’s State of the Union Message in which he claimed credit for the stock […]

4Q2017 REVIEW: US ETF

Author: David R. Kotok, Post Date: December 14, 2017
Cumberland Advisors Market Commentary by David Kotok

The last quarter of 2017 revealed continued bullish momentum in the US stock market and ongoing increases in earnings of US public companies. Through the middle of December, the market made progressive new index highs. Rotation among sectors finally took some steam from the “FAANMG” stocks. Notwithstanding the high price levels, we expect stocks to […]