Sun Feb 2, 2020
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 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 he touches on these point and more:
-Fixed Income on fire!
-How does a market rest?
-Excuses for change in momentum
-What will let us know how strong demand is?
-We put some cash to work.
-We talk about our "buy" signals
-Where do we see panic?
-What about coronavirus?
Watch in the video player above or at this link: https://youtu.be/aE7j5XRNiG0
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/
-Feel free to email us at [email protected] 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/
Market Commentary
Impeachment, Markets & 2 Dead Men
Author: , Post Date: January 31, 2020
Our strategic, market-oriented view of the impeachment proceedings sets aside the personal views of those in our company. Among our 45 people we are as diverse in our opinions as you would expect. We have Democrats and Republicans, conservatives and liberals, and we have civil discussions among us, which go on constantly. Personal views are [Continued…]
2020 FOMC
Author: Robert Eisenbeis, Ph.D., Post Date: January 28, 2020
Because of the impeachment hearings, little if any attention has been or is likely to be paid this week to the first FOMC meeting of 2020, on Tuesday and Wednesday. Chair Powell will give his customary press conference, but attention will likely be focused elsewhere, and for good reason. In our view, the FOMC will [Continued…]
Cash or No Cash? Optimist, Pessimist or Realist?
Author: , Post Date: January 24, 2020
At any given time, there are at least four or five people (and often up to six or seven) working on our ETF trading accounts and strategies. We continually challenge each other as part of our investment process. We debate all points of view, and we freely express differences of opinion. We try to read [Continued…]
Coronavirus #1 with updated death toll
Author: David R. Kotok, Post Date: January 22, 2020
At Cumberland, we take time to track viral outbreaks for two reasons: (1) Epidemics and pandemics do have market consequences and raise risk, and (2) they can be deadly. SARS, bird flu, Zika, Ebola, and more make the list of outbreaks we have followed closely. In the case of Zika, we wrote a detailed pamphlet [Continued…]
No Conspiracy at St. Louis Fed.
Author: David R. Kotok, Post Date: January 21, 2020
In my opinion the speculation about a conspiracy at the St. Louis Fed may be fodder for internet speculation, but it is simply not true. There is coincidence in timing of unrelated announcements. We believe it is pure coincidence. Here’s the fact set. 1. On January 16, 2020, the St. Louis Fed discontinued the series [Continued…]
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
In the News...
Cumberland’s David Kotok Sees Very Slow Growth in U.S. Markets
Quoted: David R. Kotok | Posted on: 01/30/2020 
read more 
Stocktake: Will China’s coronavirus infect stocks?
Quoted: David R. Kotok | Posted on: 01/29/2020 read more
How the stock market has performed during past viral outbreaks, as coronavirus infects 4,500
Quoted: David R. Kotok | Posted on: 01/28/2020 read more
Coronavirus update
Quoted: David R. Kotok | Posted on: 01/28/2020 read more
Trump’s beloved market rally gets walloped by the coronavirus
Quoted: David R. Kotok | Posted on: 01/27/2020 read more
China crisis update
Quoted: David R. Kotok | Posted on: 01/25/2020 read more
Here’s how the stock market has performed during past viral outbreaks, as epidemic locks down 3 Chinese cities
Quoted: David R. Kotok | Posted on: 01/23/2020 read more
The Great Bond Party of 2019 Is Ending
Quoted: John R. Mousseau, CFA | Posted on: 01/20/2020 read more
Upcoming event with Cumberland Advisors...
Cumberland Advisors is pleased to announce that registration is now open for our annual conference, "Understanding Global Markets & Finance". This is our Fourth Annual Financial Literacy Day of advanced concepts and discussions held at the University of South Florida Sarasota-Manatee (USFSM). We plan a deep dive into the Bond Market where we'll examine the categories of debt and the influences on those categories including budget deficits plus larger issues like central bank QE and its impacts on interest rates for this debt. We're also featuring a discussion about Real Time Payments (RTP) to include Bitcoin, Libra, Venmo and other versions of electronic money. Do you trust Big Tech with your wallet?
Our conference wraps with a Keynote Speech from Loretta Mester, President of the Federal Reserve Bank of Cleveland. Her areas of research expertise and interest include the organizational structure and productive efficiency of financial institutions, financial intermediation and regulation, agency problems in credit markets, credit card pricing, central bank governance, and inflation. See her bio & cv here.
If you're interested in learning more about financial markets and the economy (and escaping the snow for our friends in northern climes), please join us on Friday, February 14, 2020 in Sarasota, Florida. Information and registration here: https://www.interdependence.org/events/browse/fourth-annual-financial-literacy-day/
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