Market Commentary

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Cumberland Advisors Market Commentary – SCOTUS

Author: , Post Date: October 12, 2020
Market Commentary - Cumberland Advisors - SCOTUS

America’s stock and bond markets seem to be accepting of the current SCOTUS nominee and the political controversy. The following passage is translated from the original French work De La Démocratie en Amérique (Democracy in America), written by Alexis de Tocqueville nearly 200 years ago: “The great difficulty was, not to devise the constitution of […]

Cumberland Advisors Market Commentary – Three Items to Consider

Author: David R. Kotok, Post Date: October 11, 2020
Market Commentary - Cumberland Advisors - Three Items to Consider

Item 1. My friend Nick Colas of DataTrek sent along a link to a Lapham’s Quarterly piece by Francine Prose that dives deeply into previous pandemics around the world and draws some surprising parallels with the way our present political establishment has managed the pandemic. The author says, “What’s so startling about the texts and […]

Cumberland Advisors Week in Review (Oct 05, 2020 – Oct 09, 2020)

Author: Cumberland Advisors, Post Date: October 8, 2020
Cumberland-Advisors-Market-Update-2020-10-09

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 – Wildfires Out West

Author: Patricia Healy, CFA, Post Date:
Patricia Healy, CFA

On Sunday, Bloomberg reported that this year’s California fires had scorched more ground than the last three years of fires combined. Higher temperatures and greater winds have contributed to the spread. Year-to-date, the California fires have covered 4 million acres in 8,200 fires throughout the state. Some 8,400 homes and buildings have been lost, and […]

Cumberland Advisors Market Commentary – Markets, Events, Economics

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

Market-moving events and data points are coming fast, and in a chaotic sequence. Here are some bullets we are watching. 1. The outlook for elections is still highly uncertain and volatile. Biden appears to be strengthening. Texas governor Greg Abbott has restricted drop boxes for absentee ballots to one per county (“Texas governor shuts down drop-off […]

Cumberland Advisors Market Commentary – Muni Bonds Turn Toward the Election

Author: John R. Mousseau, CFA, Post Date: October 6, 2020
Market Commentary - Cumberland Advisors - (Mousseau)

With the presidential election a month away, we start to mull over what the bond market might look like post-election day. While most polls have Vice-President Biden ahead by 6–7% points, we know the race has the potential to be much closer, since the 50 individual states decide the election by virtue of voting by […]

Cumberland Advisors Market Commentary – International Equity ETF Q3 Overview and Outlook

Author: William Witherell, Ph.D., Post Date: October 5, 2020
Market Commentary - Cumberland Advisors - William 'Bill' Witherell - International Equity ETF Q3 Overview and Outlook

The global economy is expected to have registered a stronger than anticipated rebound in the third quarter with record-breaking growth rates after output collapsed in the first half of the because of the COVID-19 pandemic. The reopening of businesses and the easing of lockdowns and other restrictions in many countries allowed the rapid pickup in […]

Cumberland Advisors Market Commentary – Trio to Trio with Laura Wazen

Author: David R. Kotok, Post Date: October 4, 2020

We have a medley of remarkable performances for you this Sunday – a little diversion from the daily political and pandemic fare. Let’s kick things off with a rousing flash-mob rendition of Beethoven’s Symphony No. 9, Ode to Joy, performed years before COVID-19 entered our lives. It lifts us now out of this moment and […]

Cumberland Advisors Week in Review (Sept 28, 2020 – Oct 02, 2020)

Author: Cumberland Advisors, Post Date: October 3, 2020
Cumberland-Advisors-Market-Update-20201002

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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