Market Commentary

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Cumberland Advisors Market Commentary – The Room Where It Happened

Author: David R. Kotok, Post Date: July 12, 2020
Market Commentary - Cumberland Advisors - The Room Where It Happened

“The Room Where It Happened” is a popular theme these days. Not just the book (surprise, surprise!), but also the song. Let’s use this missive to talk about it. Now that the Disney Channel has made the $1000-per-ticket version of Hamilton available for those with a lesser budget ($6.99), this marvelously imaginative theatre creation belongs on the […]

Cumberland Advisors Week in Review (Jul 05, 2020 – Jul 10, 2020)

Author: Cumberland Advisors, Post Date: July 11, 2020
Cumberland-Advisors-Market-Update-20200710

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 – More on Fed Liquidity and Lending Programs

Author: Robert Eisenbeis, Ph.D., Post Date: July 10, 2020
Market Commentary - Cumberland Advisors - More on Fed Liquidity and Lending Programs (Eisenbeis)

The Federal Reserve continues to support financial markets, including the commercial paper market, the repo market, the municipal securities market, money market mutual funds, central bank liquidity swaps, and primary dealers. This is in addition to the usual discount window facility that provides credit to commercial banks. In many cases there are either published maximums […]

Covid, Business, Media, Healthcare Sector

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

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 U.S. Coronavirus Deaths Are Linked to Nursing Homes,” New York Times, June 27, 2020, […]

The Fed’s Corporate Credit Facility

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

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. Included will be individual corporate bonds, certain exchange-traded funds (ETFs), and bond […]

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

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 replied with something like, “We can send it to you, but you know that […]

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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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