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.
MATT MCALEER'S WEEKLY RECAP
This week, we talk about:
-What do we like
-What don't we like
-Trump & Trade War effects
-Headline effects
-Options Traders and Speculation
-Allocations when S&P 500 & US 10 year are at par
-Bond Prices
-Depressed Coupons
-Tighter Yields
-Why we're tight on Duration
Have a great weekend, send us your questions and comments, and thank you for joining us!
Watch below or at this link: https://youtu.be/o-SzWl98yT8
LATEST MARKET COMMENTARY
-
Trump, Trade, Taxes, Troubles
David R. Kotok & Robert Brusca, Ph.D. 08/02/2019 -
To Pass or Not to Pass? (Part 3)
Robert Eisenbeis, Ph.D. 08/01/2019 -
Markets During Apollo 11
John R. Mousseau 08/01/2019 -
To Pass or Not to Pass? (Part 2)
Robert Eisenbeis, Ph.D. 07/30/2019 -
Draghi Signals “You Go First” to the Fed While Johnson Threatens
William Witherell, Ph.D. 07/29/2019 -
The Quill, The Feather & DiMartino Booth on Housing
David R. Kotok & Danielle DiMartino Booth 07/29/2019 -
The People Have Spoken
Shaun Burgess 07/25/2019 -
Libra and Other Cryptocurrencies
Robert Eisenbeis, Ph.D. 07/25/2019 -
“Send them back!”
David R. Kotok 07/24/2019 -
Clams Or Gold Responses
Robert Eisenbeis, Ph.D. 07/23/2019 -
Rocky Mountain Summit
David R. Kotok 07/18/2019 -
Q2 2019 Credit Commentary
Patricia Healy, CFA 07/17/2019
See more of the Week in Review here and feel free to subscribe and get updates in your inbox: https://mailchi.mp/cumber.com/cumberland-advisors-week-in-review-july-29-2019-aug-02-2019
