Market Commentary

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Covid, Business, Media, Healthcare Sector

Author: David R. Kotok, Post Date: July 7, 2020

David R. Kotok Chairman of the Board & Chief Investment Officer Email | Bio Forty-three percent of US COVID-19 deaths are linked to nursing homes. State figures range from a high of 80% in New Hampshire and 77% in Minnesota down to 27% in Nevada and 34% in Nebraska and Tennessee. See both “43% of […]

The Fed’s Corporate Credit Facility

Author: Robert Eisenbeis, Ph.D., Post Date: July 6, 2020

Robert Eisenbeis, Ph.D. Vice Chairman & Chief Monetary Economist Email | Bio On June 15, the Federal Reserve published revised terms and conditions for what it calls its Secondary Market Corporate Credit Facility, which is a special-purpose vehicle (SPV) created to purchase in the secondary market corporate debt that meets certain eligibility requirements. See https://www.newyorkfed.org/markets/secondary-market-corporate-credit-facility/secondary-market-corporate-credit-facility-terms-and-conditions. […]

Cumberland Advisors Week in Review (June 29, 2020 – July 02, 2020)

Author: Cumberland Advisors, Post Date: July 4, 2020
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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 – America’s Birthday

Author: David R. Kotok, Post Date:
Happy Birthday America

We celebrate America’s birthdate on July 4. For the great document declaring our independence to become a new kind of nation, we say “thank you” to Thomas Jefferson, author, and Benjamin Franklin, editorial consultant. During a seminar years ago at the National Constitution Center in Philadelphia, I was fortunate enough to participate in a lengthy […]

COVID-19, Opening Up Business and Facing Facts

Author: David R. Kotok, Post Date: July 2, 2020
Market Commentary - Cumberland Advisors - COVID-19, Opening Up Business & Facing Facts

David R. Kotok Chairman of the Board & Chief Investment Officer Email | Bio In January 1944, General Eisenhower’s headquarters sent a top secret message to the US military’s weather planning service. It said something like, “We need your long-range weather forecast for June 1–10, 1944, for the coastal regions of Normandy.” The weather service […]

More on Politics and Markets

Author: David R. Kotok, Post Date: June 30, 2020

David R. Kotok Chairman of the Board & Chief Investment Officer Email | Bio In this 2020 political year, the issues, including COVID-19 and the Black Lives Matter protests, have political forecasts about as complex and difficult as anyone can imagine. An intensely divided country only adds to the complexity. Current polling notwithstanding, we still […]

A Fish Story

Author: David R. Kotok, Post Date: June 29, 2020
Market Commentary - Cumberland Advisors - A Fish Story

David R. Kotok Chairman and Chief Investment Officer Email | Bio “That is the biggest one I’ve ever seen,” said Ray Sockabasin. I agreed. We had finally gotten the large fish into the net and were holding him next to the canoe but keeping him in the water. “I wonder what it weighs?” Ray’s scale […]

Cumberland Advisors Week in Review (Jun 22, 2020 – Jun 26, 2020)

Author: Cumberland Advisors, Post Date: June 27, 2020
Cumberland Advisors Week In Review 2020-06-26

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 […]

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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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