Market Commentary

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Cumberland Advisors Market Commentary – Q&A with Christopher Whalen

Author: David R. Kotok, Post Date: October 27, 2020
Market Commentary - Cumberland Advisors - Q&A with Chris Whalen

Christopher Whalen is a longtime friend and confidant, so this interview with him inevitably reflects the sorts of biases that result from engaging, enlightening conversations over many years. Many know Chris from TV appearances or press quotes or social media commentary. Others may know his three successful books: Inflated: How Money and Debt Built the […]

Cumberland Advisors Market Commentary – Florida: Desantis, Disease, Deaths, Schools

Author: David R. Kotok, Post Date: October 25, 2020
David-Kotok-Quote-Florida - Desantis, Disease, Deaths, Schools v2-2020

The DeSantis administration’s official COVID-19 track record in Florida shows more than 840,000 confirmed COVID-19 disease cases and 16,470 dead among Florida residents as of Thursday, October 22 (https://coronavirus.jhu.edu/us-map). We have only crude estimates of how many people may have caught the SARS-CoV-2 virus in Florida and taken it with them to someplace else. Ron […]

Cumberland Advisors Week in Review (Oct 19, 2020 – Oct 23, 2020)

Author: Cumberland Advisors, Post Date: October 24, 2020
Cumberland-Advisors-Market-Update-2020-10-23

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 – Qingdao, Canada, and Florida

Author: David R. Kotok, Post Date: October 22, 2020
David R. Kotok

Readers can compare for themselves. In Qingdao, China, just a dozen new cases of COVID-19 triggered the testing of the city’s entire population – that’s nine million tests in just five days. Sickness and death are being held tightly in check and so is damage to economic growth. (“China’s Beer Capital to Test Entire Population for […]

Cumberland Advisors Market Commentary – Taxes

Author: David R. Kotok, Post Date: October 21, 2020
Market Commentary - Cumberland Advisors - Taxes

There are several policy areas where the differences between Biden and Trump are huge. Climate change policy is one of them, and we have discussed that in the past. Another is taxes. Essentially, Biden promises he will raise taxation in many ways, with the increases falling on businesses and on Americans with taxable incomes of $400,000 per […]

Cumberland Advisors Market Commentary – China and Wall Street – Decoupling or Linking?

Author: Bill Witherell, Ph.D., Post Date: October 19, 2020
China and Wall Street – Decoupling or Linking by William Witherell, Ph.D

For at least three decades, under both Republican and Democratic administrations, the United States has urged China to open up its financial markets to foreign capital and foreign financial firms. However, as part of a broader strategy to decouple relationships with China, President Donald Trump’s administration appears to want global financial firms to pull back […]

Cumberland Advisors Week in Review (Oct 12, 2020 – Oct 16, 2020)

Author: Cumberland Advisors, Post Date: October 17, 2020
Cumberland-Advisors-Market-Update-2020-10-16

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 – Insider Trading – the Case of Consumer Discretionary

Author: Leo Chen, Ph.D., Post Date: October 15, 2020
Leo Chen, Ph.D.

We have recently published two commentaries regarding insider trading. You may find them here: https://www.cumber.com/cumberland-advisors-market-commentary-insider-trading-the-case-of-energy/ & https://www.cumber.com/cumberland-advisors-market-commentary-insider-trading-what-does-it-tell-us/. As the third quarter has just come to an end, we want to pick the third-quarter winner, Consumer Discretionary, as our latest insider trading study. Please see Chart 1 below for the sector’s third-quarter sector performance. Consumer Discretionary […]

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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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