Market Commentary

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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 We particularly welcome the historical references and comments about our WW2 analogy for WWC, the world’s battle against COVID-19.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 […]

Cumberland Advisors Week in Review (May 04, 2020 – May 08, 2020)

Author: Cumberland Advisors, Post Date: May 9, 2020
Cumberland-Advisors-Market-Update-20200508

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 – Part 2: Information is Beautiful – Early Florida Cases or Cover Up?

Author: David R. Kotok, Post Date: May 7, 2020
Cumberland Advisors Market Commentary - COVID-19 The Best Protection is the Truth

As late as March 11, Fla. Gov. Ron DeSantis was denying that community spread was taking place, a claim that ran directly counter to statements made the day before by Dr. Anthony Fauci of the White House COVID-19 Task Force. It is now clear, however, that behind the scenes the state was collecting data that suggested much earlier community transmission.

Cumberland Advisors Market Commentary – Information Is Beautiful (And Useful)

Author: David R. Kotok, Post Date: May 6, 2020
Cumberland Advisors Market Commentary - Information Is Beautiful (And Useful)

Hat tip to Barry Ritholtz for including in his daily reading list a link to a compelling and enlightening set of coronavirus infographics from Information Is Beautiful. Here is that link: https://informationisbeautiful.net/visualizations/covid-19-coronavirus-infographic-datapack/. First, a preface. Readers please note that the statistics shown in the infographics are the “official” counts. In the US those statistics are […]

Cumberland Advisors Market Commentary – Black Swan and SKEW

Author: Leo Chen, Ph.D., Post Date: May 5, 2020
Market Commentary - Cumberland Advisors - Black Swan and SKEW (Leo Chen)

The term black swan refers to rare events that are unpredictable in nature. These events are mathematically difficult to compute and statistically insignificant. Black Monday on October 19, 1987, is a typical example. One may consider the COVID-19 pandemic a black swan as well. CBOE launched the SKEW Index in 1990, and it has been […]

Cumberland Advisors Market Commentary –  Good Morning to Bill Allen

Author: David R. Kotok, Post Date: May 4, 2020
Guest Commentary - Cumberland Advisors - Good Morning to Bill Allen

Dear Readers, We would like to open our Sunday morning missive with this two minute message introduced by a prominent COVID19 survivor. We thank Christian Calgie for bringing this video to our attention: Geoffrey Cox reading Jerusalem accompanied by the orchestral music: I promise you, however prepared you think you are, it exceeds expectations pic.twitter.com/Ex5SadXXVy […]

Cumberland Advisors Week in Review (Apr 27, 2020 – May 01, 2020)

Author: Cumberland Advisors, Post Date: May 2, 2020
Cumberland-Advisors-Market-Update-20200501

Thank you for joining Cumberland Advisors for this end-of-week update on market conditions, bonds & equities with Matt McAleer and John Mousseau.   John joins Matt on camera this week and they talk about: -Our thoughts on small cap and mid cap rallies -Demand during pullbacks -Our adjustments in portfolios -Biotech -Weekly momentum -What we […]

Cumberland Advisors Market Commentary – The Covid-19 Blame Game, Part 1

Author: David R. Kotok, Post Date: April 30, 2020
Market Commentary - Cumberland Advisors - The Covid-19 Blame Game, Part 1

As the SARS-CoV-2 coronavirus emerged in Wuhan, spread throughout China (as millions of Wuhan residents fled their city), and then found its way overseas to cause a global pandemic, pressure mounted on governments to justify their actions in response, and a blame game soon ensued, with the Chinese and US among the main players. Initially, […]

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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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