Cumberland Advisors Week in Review (Jan 18, 2021 – Jan 22, 2021)

Author: Cumberland Advisors, Post Date: January 23, 2021
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The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.

Market Commentary - Cumberland Advisors - Week in Review - Saturday Recap 2021

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.

CUMBERLAND ADVISORS’ WEEKLY RECAP

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 & Equities / ETFs
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John Mousseau & Fixed Income / Munis
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Please reach out with any questions/comments you may have about this update; we appreciate your calls, comments, and emails. Watch in the player above or at this link: https://youtu.be/k9s-2nEh8Cs

 

-Matt McAleer & Cumberland Advisors

Send your feedback from today’s email/video to Matt. You can reach him at:
-Link to Matt’s Email: Matthew.McAleer@Cumber.com
-Link to Matt’s Twitter: https://twitter.com/MattMcAleer4
-Link to Matt’s LinkedIn: https://www.linkedin.com/in/matthew-c-mcaleer/
-Call Matt: (800) 257-7013Other questions or comments? Email us at info@cumber.com or give us a call at (800) 257-7013.

Contact Matt or any one of our advisors by following this link: https://www.cumber.com/our-people/


A message from David R. Kotok…

Frontline Nurses: The USF Program & Why To Do It

Now, there’s a new USF (University of South Florida) program for nurses, “Frontline Nursing During COVID-19: A New Paradigm,” is coming online. It includes four webinars and focuses on helping nurses, who dedicate their careers to caring for others, to take care of themselves in the midst of and beyond the crisis.

The program is free for any nurse anywhere in the world and especially in the United States. It was developed by the USF College of Nursing. It will give nurses continuing education credits, and it will do so at zero cost to the nurses who sign up.

Here’s the program link and the details: https://health.usf.edu/nursing/frontline-nursing

Frontline Nurses USF Program

Please share the link and spread the word about this program. We want to protect our nurses. We want them alive and healthy. The ancient words apply: “If you save a single life, it is as if you have saved the entire world.” Join me, and let’s try to save nurses’ lives and patients’ lives, too.


Cumberland Advisors Market Commentary

Cumberland Advisors Market Commentary offers insights and analysis on upcoming, important economic issues that potentially impact global financial markets. Our team shares their thinking on global economic developments, market news and other factors that often influence investment opportunities and strategies. Our readers appreciate its timeliness, depth of analysis, and quality of research.

Read current and past commentaries here: https://www.cumber.com/category/market-commentary/


Fed Attack Responses

Author: David R. Kotok, Post Date: January 21, 2021

Fed Attack Responses

Fed Attack Responses We promised we would present responses to our “Attack on the Fed” discussion (https://www.cumber.com/cumberland-advisors-market-commentary-attack-on-the-fed-market-reaction-a-one-day-saga/). But before we do, we must offer an apology to Senator Pat Toomey, whom we criticized in that commentary for appearing to attempt to limit the Federal Reserve’s emergency lending authority. The back story reveals that Senator Toomey […]


Cash!

Author: David R. Kotok, Post Date: January 19, 2021

CA-Market-Commentary-Cash-by-Kotok We would like to suggest that readers take time to read Josh Brown’s December 29 column at The Reformed Broker, “How to avoid bear markets” (https://thereformedbroker.com/2020/12/29/how-to-avoid-bear-markets/). We thank Josh’s colleague Barry Ritholtz for including it in the daily Ritholtz Reads column. Here’s a summary excerpt from Barry Ritholtz’s daily column (January 2, 2020): “There’s a very simple way […]


A Sunday Potpourri

Author: David R. Kotok, Post Date: January 17, 2021

Market-Commentary-Cumberland-Advisors-David-Sunday-A Sunday Potpourri This Sunday morning, we would like to whisk you away from the world of politics for a few minutes. First, we’ll consider the outsized consequences of acting without thinking. We thank Bill D. for forwarding this 30-second clip: “Why we don’t do fireworks at Christmas,” https://www.youtube.com/watch?v=ycviJ-421Z8 Second, we offer, as a counterpoint, an extraordinary human […]


Week in Review (Jan 11, 2021 – Jan 15, 2021)

Author: Cumberland Advisors, Post Date: January 16, 2021

Cumberland-Advisors-Market-Update-20210115(NEW)

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 […]


JOLTS and a Sobering View of Labor Market Conditions

Author: Robert Eisenbeis, Ph.D., Post Date: January 15, 2021

Robert Eisenbeis Although the news is somewhat stale, the January 12 release of the BLS’s Job Openings and Labor Turnover Survey (JOLTS) for November provides some additional information about the underlying dynamics of the labor market as we approached the December virus surge. The picture we see reflects some calming in the labor market after a huge […]


South Africa Facing a Resurgence of the Virus

Author: William Witherell, Ph.D., Post Date: January 14, 2021

Cumberland Advisors Market Commentary by William "Bill" Witherell, Ph.D.

In recent weeks, a new and more contagious variant of COVID-19 has been surging in South Africa, with per capita new infections and deaths approaching the globally leading rates being experienced in the UK and the USA. While on December 26 the seven-day rolling average of new South African cases per 100,000 people was 19.86, […]


Markets and Another Impeachment

Author: David R. Kotok, Post Date: January 13, 2021

CA-David-Kotok-Bio-2021

The response of the markets to a potential second impeachment of President Trump is impossible to predict now. History shows why this may not be a market moving event. The new Senate under Schumer will decide what to do with Speaker Pelosi’s new articles of impeachment. How and when is not clear. In the meantime […]


In-The-News-Banner

Wall Street rallies as Biden enters the White House

Quoted: David R. Kotok | Posted on: 01/21/2021 read more

Recovery hopes help markets start with a pop

Quoted: David R. Kotok | Posted on: 01/07/2021 read more

Muni market unperturbed amid mob violence in U.S. Capitol

Quoted: John R. Mousseau | Posted on: 01/06/2021 read more

David Kotok on the Markets (Bloomberg Radio)

Quoted: David R. Kotok | Posted on: 01/05/2021 read more

Munis flat as traders look ahead to next year’s supply slate

Quoted: John R. Mousseau, CFA | Posted on: 01/01/2021 read more


The Blue Wave & What is Means for the Bond Markets:

https://www.cumber.com/cumberland-advisors-market-commentary-the-blue-wave-and-the-bond-markets/

The Blue Wave and the Bond Markets


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Cumberland Advisors Market Commentaries offer insights and analysis on upcoming, important economic issues that potentially impact global financial markets. Our team shares their thinking on global economic developments, market news and other factors that often influence investment opportunities and strategies.

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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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