Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

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Cumberland Advisors Week in Review (Jan 06, 2020 - Jan 10, 2020)

Cumberland Advisors
Sun Jan 12, 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.

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 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: https://youtu.be/5ZwRKgHVUdI

Would you like to leave a comment for John? Contact him or any one of our advisors by following this link: https://www.cumber.com/our-people/ Or email us at [email protected] 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: [email protected]
-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) 257-7013

 

IN THE NEWS

Taking a look at the president’s pocket veto

Quoted: David R. Kotok | Posted on: 01/10/2020

Instant View: Iran Missile Attack Roils Financial Markets

Quoted: David R. Kotok | Posted on: 01/08/2020

Bloomberg Markets: The Close Full Show with David R. Kotok (Video)

Quoted: David R. Kotok | Posted on: 01/07/2020

Vanguard’s market forecasts for 2020 and beyond? Higher, but not as juicy as the 2010 decade.

Quoted: David R. Kotok | Posted on: 01/01/2020

BondBuyer – It’s a wrap: Munis end on a quiet note

Quoted: John R. Mousseau, CFA | Posted on: 01/01/2020

NPR – A Decade After A Fearful Market Hit Bottom, Stock Bulls Continue Historic Run

Quoted: David R. Kotok | Posted on: 12/30/2019

David Kotok: Discussion of Financial Markets with Chuck Jaffe – Money Life (Radio)

Quoted: David R. Kotok | Posted on: 12/27/2019

Surveillance: Negative Rates with Mohamed El-Erian (Bloomberg Radio Podcast)

Quoted: David R. Kotok | Posted on: 12/24/2019

Susan Dushock, ‘one of a kind’ muni analyst, dies at 65

Quoted: John R. Mousseau, CFA | Posted on: 12/18/2019

Weighing The Week Ahead: 20/20 Visions

Quoted: David R. Kotok | Posted on: 12/16/2019

 

Market Commentary

Cumberland Advisors Market Commentary – ESG Investing. Also Brazil.

Author: David R. Kotok, Post Date: January 10, 2020

Market Commentary - Cumberland Advisors - ESG

ESG investing is getting hotter (pun intended). We are watching organizations change their institutional asset allocation to increase their exposure to environmental, social, and/or governance standards that are acceptable to the trustees or boards or donors. Those incoming flows into the ESG space mean higher stock prices for the companies and securities that meet the [Continued…]

4Q 2019 Review: International Equity Markets

Author: William Witherell, Ph.D., Post Date: January 2, 2020

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

International equity markets – that is, stock markets outside the US – finished the year robustly, with the iShares MSCI All Country ex US ETF, ACWX, gaining 7% in the 4th quarter on a total return basis. For the year as a whole, ACWX gained 16.5%. While this was less than the US market’s 28.3% [Continued…]

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.

Sincerely,

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

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.

Cumberland's David Kotok on Bloomberg Radio

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...

A look back on: "Iran-Persian Gulf-Oil Threat"

Author: David R. Kotok, Post Date: July 3, 2012

Javad Karimi-Qoddusi, a member of the parliamentary National Security and Foreign Policy Committee, said: "In line with this bill and Iran’s sovereign rights, the Islamic Republic of Iran will not let oil tankers, which carry oil to the countries that have imposed sanctions against Iran, such as the European Union, the USA, and occupier Israel, pass through." He added: "When they impose sanctions on Iran unfairly, the implementation of sovereign rights in Iran’s internal and coastal waters is the least solution." Source BBC Monitoring Newsfile, July 2, 2012

Market Commentary - Cumberland Advisors - Iran-Persian Gulf-Oil Threat

In the most recent issue of Foreign Affairs (July-August, 2012) Kenneth Waltz argues why Iran should be allowed to get the bomb. In the previous issue, Jacques Hymans argues why the Iranian leadership will “botch” it up and fail to get the bomb. Strategists may debate with words. Iran advances with centrifuges. [Continued…]

 

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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.

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. This presentation does not purport to be a complete description of our 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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