Market Commentary

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Cumberland Advisors Market Commentary – COVID Legal liability & Markets

Author: David R. Kotok, Post Date: January 26, 2021
Market Commentary - Cumberland Advisors - COVID Legal liability & Markets

The political debate over COVID-related liabilities of businesses is intense. Companies want a federal shield, which McConnell-McCarthy haven’t been able to get for them. Trial lawyers want an open target, which Pelosi-Schumer haven’t been able to get for them. A bipartisan Senate group was trying to broker a compromise. (“No Agreement on Covid-Aid Liability Reached,” […]

Cumberland Advisors Market Commentary – US vs. China – Competition vs. Conflict

Author: William Witherell, Ph.D., Post Date: January 25, 2021
Market Commentary - Cumberland Advisors - US vs. China – Competition vs. Conflict

China’s economy grew at a 6.5% year-over-year rate in the fourth quarter, bringing growth for the full year 2020 to 2.3%. China’s was the only major economy to expand last year, despite the outbreak of the pandemic and the related economic shutdowns early in the year in China. That positive growth compares with a 3.5% […]

Cumberland Advisors Commentary – Palindromes

Author: David R. Kotok, Post Date: January 24, 2021
Market-Commentary-Cumberland-Advisors-David-Sunday-Palindromes

When I was in the first grade, my teacher said, “David, do you know what you are?” She was reading my last name. In the second grade, the same thing happened. By the fifth grade, I could deliver the lecture: “I’m a palindrome.” The word originates with the Greek palindromos, which means running back again. […]

Cumberland Advisors Market Commentary – Fed Attack Responses

Author: David R. Kotok, Post Date: January 21, 2021
Fed Attack Responses

Fed Attack Responses We promised we would present responses to our “Attack on the Fed” discussion (https://www.cumber.com/cumberland-advisors-market-commentary-attack-on-the-fed-market-reaction-a-one-day-saga/). But before we do, we must offer an apology to Senator Pat Toomey, whom we criticized in that commentary for appearing to attempt to limit the Federal Reserve’s emergency lending authority. The back story reveals that Senator Toomey […]

Cumberland Advisors Market Commentary – Cash!

Author: David R. Kotok, Post Date: January 19, 2021
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We would like to suggest that readers take time to read Josh Brown’s December 29 column at The Reformed Broker, “How to avoid bear markets” (https://thereformedbroker.com/2020/12/29/how-to-avoid-bear-markets/). We thank Josh’s colleague Barry Ritholtz for including it in the daily Ritholtz Reads column. Here’s a summary excerpt from Barry Ritholtz’s daily column (January 2, 2020): “There’s a very simple way […]

Cumberland Advisors Commentary – A Sunday Potpourri

Author: David R. Kotok, Post Date: January 17, 2021
Market-Commentary-Cumberland-Advisors-David-Sunday-A Sunday Potpourri

This Sunday morning, we would like to whisk you away from the world of politics for a few minutes. First, we’ll consider the outsized consequences of acting without thinking. We thank Bill D. for forwarding this 30-second clip: “Why we don’t do fireworks at Christmas,” https://www.youtube.com/watch?v=ycviJ-421Z8 Second, we offer, as a counterpoint, an extraordinary human […]

Cumberland Advisors Week in Review (Jan 11, 2021 – Jan 15, 2021)

Author: Cumberland Advisors, Post Date: January 16, 2021
Cumberland-Advisors-Market-Update-20210115(NEW)

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 – JOLTS and a Sobering View of Labor Market Conditions

Author: Robert Eisenbeis, Ph.D., Post Date: January 15, 2021
Robert Eisenbeis

Although the news is somewhat stale, the January 12 release of the BLS’s Job Openings and Labor Turnover Survey (JOLTS) for November provides some additional information about the underlying dynamics of the labor market as we approached the December virus surge. The picture we see reflects some calming in the labor market after a huge […]

Cumberland Advisors Market Commentary – South Africa Facing a Resurgence of the Virus

Author: William Witherell, Ph.D., Post Date: January 14, 2021
Cumberland Advisors Market Commentary by William "Bill" Witherell, Ph.D.

In recent weeks, a new and more contagious variant of COVID-19 has been surging in South Africa, with per capita new infections and deaths approaching the globally leading rates being experienced in the UK and the USA. While on December 26 the seven-day rolling average of new South African cases per 100,000 people was 19.86, […]

Cumberland Advisors Market Commentary – Markets and Another Impeachment

Author: David R. Kotok, Post Date: January 13, 2021
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The response of the markets to a potential second impeachment of President Trump is impossible to predict now. History shows why this may not be a market moving event. The new Senate under Schumer will decide what to do with Speaker Pelosi’s new articles of impeachment. How and when is not clear. In the meantime […]

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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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