Cumberland Advisors Week in Review (Jan 13, 2020 – Jan 17, 2020)

Author: Cumberland Advisors, Post Date: January 18, 2020

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.

Week In Review

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 is always welcome.


As part of Cumberland Advisors’ continuous effort to maintain strong customer relationships, we offer this week’s short video discussing current market conditions and how we are positioning portfolios.

Matt McAleer talks about his week in trading and John Mousseau joins us for his view on bonds and employment.

* Headline Risk – This week was fraught with it.
* What do we like? Large Cap Growth.
* What concerns us? How quickly Small Caps and Mid Caps fade.
* How/When we look at break out summaries. What tips us off?
* If there’s something that’s bothering us in an otherwise very solid market, it’s that weakness in Small Caps and semi-weakness in Mid Caps.
* John Mousseau talks about Cumberland’s defensive strategy on bonds.
* John also discusses the employment numbers.

Watch in the video player above or at this link:

Would you like to leave a comment for John? Contact him or any one of our advisors by following this link: Or email us at or give us a call at (800) 257-7013

Have a great weekend and thank you for joining us at Cumberland Advisors.

Matt enjoys your feedback. You can reach him at:
-Link to Matt’s Email:
-Link to Matt’s Twitter:
-Link to Matt’s LinkedIn:
-Call Matt: (800) 257-7013


Rosenberg Research Report (Jan 06, 2020) – The Year Ahead 2020

Author: David R. Kotok, Post Date: January 16, 2020


My friend and fishing buddy David “Rosie” Rosenberg has launched his own eponymous economic consultancy. Here’s his website link: Rosie has given us permission to share his year-end review with our readers. Here’s a thought-provoking trove of information and we provide a small excerpt below (full review including charts is in linked PDF). If […]

Puerto Rico Earthquakes – Insult to Injury

Author: , Post Date: January 15, 2020

Market Commentary Puerto Rico For the people of Puerto Rico, natural disasters have become all too commonplace. Two years ago there was Hurricane Maria, which claimed thousands of lives and caused billions in damages. Now the island has experienced a series of earthquakes (the largest being a magnitude 6.4), which have again caused destruction and again brought fear and […]

The Trade Policies

Author: Robert Eisenbeis, Ph.D., Post Date: January 14, 2020

Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D. Beginning in 2018, in a long sequence of actions, the US enacted tariffs on goods from a number of countries besides just China. In some cases the affected countries responded with their own retaliatory tariffs on US products. As a consequence of the timing and the short periods that many of the tariffs have been […]

2019: Bonds Roar Back

Author: John R. Mousseau, CFA, Post Date: January 13, 2020

2019 Bonds Roar Back 2019 saw bond yields turn around from their climb in 2018 and move lower. Since the Federal Reserve changed their language last December to being accommodative and data-driven, we have seen yields across the board come down a lot. There is no question that this drop in yields was driven, in large part, by what […]

John Mousseau at the Money Show Orlando

I’ll be speaking at The MoneyShow Orlando, February 6-8, 2020!

During this three-day educational conference for self-directed investors and traders, attendees will receive real-time market and economic analysis, hear hundreds of specific buy/sell recommendations, listen how 150+ experts are adapting their strategies, have an opportunity to test-drive new tools, with a lot more planned by the organizers.

f you’d like to join me, register here to secure your spot. We convene at the Omni Orlando Resort at ChampionsGate in sunny Florida.

My Presentation Schedule:

Retirement and Income Panel* (For Financial Advisors Only)

The Federal Reserve and Your Portfolio

Additional featured speakers joining me include:

  • Steve Forbes, Chairman and Editor-in-Chief, Forbes Media
  • Rick Rule, President and CEO, Sprott US Holdings
  • Jeffrey Saut, Chief Investment Strategist, Capital Wealth Planning
  • Christine Benz, Director of Personal Finance, Morningstar
  • Keith Fitz-Gerald, Chief Investment Strategist, Money Map Press
  • Howard Tullman, Executive Director, Ed Kaplan Family Institute
  • Lindsey Bell, Chief Investment Strategist, Ally Invest
  • Sam Stovall, Chief Investment Strategist, CFRA Research
  • Tom Sosnoff, Founder and Co-CEO, tastytrade

Learn more at their site, The MoneyShow.


John Mousseau
President, CEO, & Director of Fixed Income
Cumberland Advisors

In Case You Missed It…

Clams or Gold

Author: Robert Eisenbeis, Ph.D., Post Date: July 12, 2019

Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D. Johnny Hart, the creator of the comic strip BC, created an economy in which clams served as currency. Clams were plentiful, so no one ran out of currency, except that an occasional clam had cartoon legs and opted for a different career. A currency in the form of a good is of course nothing new [Continued…]

Clams Or Gold Responses

Author: Robert Eisenbeis, Ph.D., Post Date: July 23, 2019

Market-Commentary-Large-LinkedIn-Guest-Commentary We received several comments from readers concerning some of the key points in our recent commentary “Clams or Gold.” Below is an abbreviated version of the questions, to which responses are then supplied. Comment: You may have seriously misled readers because both the purity of the official gold bullion and measurement of ounces have remained [Continued…]

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