IN THE NEWS
Quoted:John R. Mousseau, CFA – 12/17/2019
Quoted:David R. Kotok – 12/16/2019
Quoted:Todd Engelhardt – 12/05/2019
Quoted:Patricia Healy, CFA – 12/06/2019
Quoted:Cumberland Advisors – 12/05/2019
Quoted:David R. Kotok – 12/05/2019
Quoted:Todd Engelhardt – 12/05/2019
Quoted:David R. Kotok – 12/03/2019
Market Commentary
Cumberland Advisors Market Commentary – Impeachment, Markets, NIRP, Clark Gable
Author: David R. Kotok, Post Date: December 20, 2019
In the famous 1939 movie Gone with the Wind, Scarlet O’Hara (Vivien Leigh) delivers this poignant entreaty to Rhett Butler (Clark Gable): “Where shall I go? What shall I do?” Rhett counters with the retort, “Frankly, my dear, I don’t give a damn.” A blockbuster line delivered in just seconds, it has endured for decades. [Continued…]
Cumberland Advisors Market Commentary – New Trends in Charitable Giving & Declining Confidence in Institutions Examined
Author: Gabriel Hament, Post Date: December 19, 2019
Over the last few decades, trust in key public institutions has been eroding. Here are some recent figures compiled by Gallup that document this trend: In 1973, 42% of respondents said that they had a “great deal or quite a lot” of confidence in Congress. In 2019, only 11% expressed that level of confidence. In [Continued…]
Cumberland Advisors Market Commentary – Paul Volcker
Author: David R. Kotok, Post Date: December 18, 2019
Many have written, interviewed, and commented about the passing of Paul Volcker. We particularly like the commentary of Chris Whalen, who knew him better than many and whose family had connections with Paul Volcker over the years. We also note our GIC colleague Catherine Mann’s remembrance. Cathy, that was an interesting haircut “back when.” At [Continued…]
Cumberland Advisors Market Commentary – FOMC ZZZZZZZZZZZZ
Author: Robert Eisenbeis, Ph.D., Post Date: December 16, 2019
“Boring” was how commentators on at least one network characterized the FOMC’s December 11th decision to hold rates constant. It was, in fact, a no-brainer decision given the strong labor market, which created 266 thousand jobs in November; strong consumer spending based upon the Black Friday and Cyber Monday sales data; an unemployment rate at [Continued…]
Bloomberg Surveillance: Negative Interest Rates with Kotok (Radio Podcast)
Author: David R. Kotok, Post Date: November 27, 2019
Cumberland Advisors’ David R. Kotok talks about negative interest rates, NIRP, and says the European Central Bank’s (ECB) Christine Lagarde has a difficult task right now.
He also discusses China, the pork shortage, and the impact of viruses on the global food supply.
Running time 25:02, David is introduced at the 10:45 mark – Play Episode: https://www.bloomberg.com/news/audio/2019-11-27/surveillance-negative-interest-rates-with-kotok-podcast
Also see David’s Nov 25, 2019 commentary on NIRP: https://www.cumber.com/cumberland-advisors-market-commentary-nirp-lagarde-trump-dickens-holidays/
In Case You Missed It...
Ghana, Healthcare Delivery, and Sustainable Philanthropy
Author: Michael McNiven, Post Date: September 20, 2012
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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.