Market Commentary

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The January 2019 Fed Minutes

Author: Robert Eisenbeis, Ph.D., Post Date: February 22, 2019
Federal Reserve - FOMC

Attention has turned to what extra gems of information might be contained in the release of the FOMC’s January 2019 minutes about the future path of policy. Comments have focused on the Fed’s balance sheet, the consequences of its runoff for financial markets, and what the Fed’s policies might be going forward in terms of […]

Shutdown #7

Author: David R. Kotok, Post Date: February 20, 2019
Cumberland Advisors Market Commentary

Jim Bianco, my friend and regular fishing buddy at Camp Kotok, penned a note on “a side effect of the government shutdown.” Readers know we have done a six-part series on the shutdown, and we have been hugely critical of the political process, with both Democrats and Republicans equally as our targets. Setting aside that […]

Taxing Wealth Instead of Income?

Author: Robert Eisenbeis, Ph.D., Post Date: February 13, 2019
Cumberland Advisors' Bob Eisenbeis

With the desire to finance both an increasing deficit and an increase in government services, politicians are searching far and wide for funds. Increasingly, proposals are surfacing to tax wealth rather than income as the means to fund pet projects. The proposals attract followers since unequal distribution of wealth is viewed as a problem that […]

Shutdown #6

Author: David R. Kotok, Post Date: February 12, 2019
Cumberland Advisors Market Commentary by David Kotok

US agriculture was not well positioned to suffer a federal government shutdown in December and January. In an era of low commodity prices, many farms cannot afford trade-war shenanigans and cannot afford government shutdowns. Across the US, median farm income for 2018 was -$1548 (yes, a negative $1548), a fifteen-year low, despite record farm productivity […]

The SALT (State and Local Taxes) Conundrum

Author: John R. Mousseau, CFA, Patricia Healy, CFA, & Gabriel Hament, Post Date:
Market Commentary - Cumberland Advisors - The SALT (State and Local Taxes) Conundrum (Municipal Bonds)

There have been headlines recently describing the drop in state tax revenues versus forecasts for some of the higher-tax states such as California, New York, and New Jersey. Part of the falloff is due to an exodus of higher-income residents from high-tax states, such as the ones above, for states with low or no income […]

Cumberland Advisors Week in Review (Feb 04, 2019 – Feb 08, 2019)

Author: Cumberland Advisors, Post Date: February 9, 2019
Week In Review

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 Week in Review Test

Author: , Post Date:

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 […]

Gold

Author: David R. Kotok, Post Date: February 4, 2019
Market Commentary - Cumberland Advisors - Gold

What do 72 countries – including developed nations such as Canada, Australia, Japan, and Sweden; emerging giants such as Argentina, Brazil, Mexico, Nigeria, India, Iran, and Russia; and small countries such as Burundi, Haiti, Myanmar, Syria, and Tonga – all have in common? Not much, you might say; they differ vastly in such metrics as […]

Shutdown #5

Author: David R. Kotok, Post Date: January 31, 2019
Cumberland Advisors Market Commentary by David Kotok

My colleague Norm Dempsey reminded me to thank all the readers of our shutdown series for their emails and messages. He also noted we should do the same for those who supported the climate change series. We concur with Norm. In his reminder Norm mentioned that when former Illinois governor Rod Blagojevich was sentenced by […]

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Cumberland Advisors® is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services. Please feel free to forward our commentaries (with proper attribution) to others who may be interested. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.
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