Market Commentary

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Cumberland Advisors Market Commentary –  COVID-19, stock market, some Senators’ behavior

Author: David R. Kotok, Post Date: May 21, 2020
David R. Kotok

It’s no wonder that citizens, voters and disaffected non-voters, investors and market agents, as well as others who observe the United States, have a low opinion of the Congress. Behavior of one reflects on all. Nothing new there. But the virus crisis has taken regard for Congress to a new low level as the country […]

Cumberland Advisors Market Commentary – Cry for Brazil, and also for Latin America

Author: William Witherell, Ph.D., Post Date: May 20, 2020
Market Commentary - Cumberland Advisors - Cry for Brazil, and also for Latin America by William Witherell, Ph.D

The coronavirus is tearing through Brazil, a country ill-equipped to fight the pandemic. It’s hard-right populist leader, Jair Bolsonaro, has dismissed the virus as a “little flu.” COVID-19 is spreading through the population of 210 million, savaging both the inhabitants of the indigenous villages of the Amazon and the 13 million people packed together in […]

Cumberland Advisors Market Commentary –  Zika Vaccine

Author: David R. Kotok, Post Date: May 19, 2020
Zika-Pamphlet-by-David-R-Kotok

What seems like ages ago, we wrote about Zika. Multiple commentaries became a pamphlet which was and is available free. Here’s the link: https://www.cumber.com/zika/. In that pamphlet is a chapter about how a political fight held up Zika vaccine research for a year. The costs in human and monetary terms are estimated in the pamphlet. […]

Cumberland Advisors Market Commentary – Inflation/Deflation: What Do We Know Now?

Author: Robert Eisenbeis, Ph.D., Post Date: May 18, 2020
Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D.

The most recent CPI numbers show a decline of 0.8% for the month of April, triggering questions about both a possible deflation and where prices are likely to go in the future. The fact is that no one knows what inflation will do in the short run, and all we have to go on, as […]

Cumberland Advisors Market Commentary –  Good Morning to Betsy and to Liz

Author: David R. Kotok, Post Date: May 17, 2020
Guest Commentary - Cumberland Advisors - Good Morning to Betsy and to Liz

My friend Betsy emailed me and said, “You’re having too much fun.” Thank you, Betsy. You are correct, as usual. Dear Readers, we have to maintain some sense of something or other (joie de vivre, perhaps) during this constant barrage from the news flow. The Sunday morning missives started with “Daffodils” (https://www.cumber.com/cumberland-advisors-market-commentary-daffodils/). The response to […]

Cumberland Advisors Week in Review (May 11, 2020 – May 15, 2020)

Author: Cumberland Advisors, Post Date: May 16, 2020
Cumberland-Advisors-Market-Update-20200515

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 – Risking an Investment War with China

Author: William Witherell, Ph.D., Post Date: May 15, 2020
Market Commentary - Cumberland Advisors - Risking an Investment War with China by William Witherell, Ph.D

Not having learned the costly lessons of a US-China trade war, the US government has now taken action that risks triggering an investment war with China that could have serious negative effects on the economies of both countries at a time when each will be seeking to recover from the heavy impacts of the COVID-19 […]

Cumberland Advisors Market Commentary –  Trump Opportunity, Puerto Rico, Pharma

Author: David R. Kotok, Post Date: May 13, 2020
Cumberland Advisors Market Commentary - Trump Opportunity, Puerto Rico, Pharma

My friend Dennis Gartman had a guest commentary in the wonderful and comprehensive monthly research publication offered by Gary Shilling (www.agaryshilling.com) and thoughtfully assembled and edited by Fred Rossi. I thank both Gary and Fred for permission to quote their work. Dennis wrote: “Puerto Rico shall be a huge winner, for it was only a […]

Cumberland Advisors Market Commentary – Comments on April Job Losses

Author: David R. Kotok, Post Date: May 11, 2020
Cumberland Advisors Market Commentary - APRIL JOB LOSSES - TLRwire

Dear readers, Here’s a meaty analysis of the Friday employment report.  Please note the link will take you to a $27 a month trial.  After you read this report, you may find it worthwhile. Please note: I’m a paying subscriber. Enjoy. -David COMMENTS ON APRIL JOB LOSSES TLR Analytics An appalling employment report, reflecting massive […]

Cumberland Advisors Market Commentary –  Readers Response to WW2 Metaphor

Author: David R. Kotok, Post Date: May 10, 2020
Cumberland Advisors Market Commentary - Readers Response to WW2 Metaphor

This Sunday morning we wish to thank readers for their many emails over the last few months. We particularly welcome the historical references and comments about our WW2 analogy for WWC, the world’s battle against COVID-19. Here are some to consider. Then we have a YouTube video for you at the end. Thank you to […]

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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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