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.

 

Market Commentary

Insights

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.

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  • 4Q2019 Review – US Equity ETF
     Author(s): David R. Kotok | Sat January 4, 2020



    In 4Q 2019 markets continued to react to the buffeting news flow as an array of headlines besieged investors.


  • 4Q 2019 Review: Total Return Tax-Free Municipal Bond
     Author(s): John R. Mousseau, CFA | Sat January 4, 2020



    The municipal bond market saw interest rates back up very slightly in sympathy with the Treasury market during the fourth quarter of 2019.


  • 4Q 2019 Review: International Equity Markets
     Author(s): William Witherell, Ph.D. | Fri January 3, 2020



    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%…


  • 2019 Q4 Strategy Reviews - Links to All Commentaries
     Author(s): Cumberland Advisors | Thu January 2, 2020




  • 4Q2019 Review - Market Volatility / Leveraged Volatility / Sector Alpha Portfolios
     Author(s): Leo Chen, Ph.D. | Wed January 1, 2020



    4Q 2019 Review: Market Volatility / Leveraged Volatility / Sector Alpha Portfolios

    The S&P 500 has had a tremendous melt-up in the fourth quarter of 2019. With the Federal Reserve’s cutting rates for the third time in October and the easing of trade tensions between the US and China, it is…


  • The Pocket Veto (and best wishes in the new year!)
     Author(s): David R. Kotok | Wed January 1, 2020



    We’ve received a number of emails about legal and, specifically, constitutional issues. We’re not constitutional lawyers: We are activist citizens, and we do read the constitutional literature. And we do examine the actions of our federal, state, and local governments as part of our work in the…


  • 4Q2019 Review: Tactical Trend
     Author(s): Matthew McAleer | Wed January 1, 2020



    A flexible investment strategy that strives to analyze multiple asset classes, Tactical Trend strives to provide long term capital appreciation while focusing on risk vs. reward opportunities. Capital is deployed in the primary asset classes exhibiting strong relative strength vs. indexes and…


  • 4Q 2019 Credit Commentary
     Author(s): Patricia Healy, CFA | Tue December 31, 2019



    Pensions, budgets, state ratings, climate adaptation, cybersecurity, and investing

     


  • Cumberland Advisors Week in Review (Dec 23, 2019 - Dec 27, 2019)
     Author(s): Cumberland Advisors | Sun December 29, 2019



    The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.


  • Year-End & 2020 Forecast Note #7 More gun violence
     Author(s): David R. Kotok | Fri December 27, 2019



    This holiday season has come with ill tidings with respect to gun violence:

    “At least 28 people were wounded in 3 separate shootings across these 3 states this weekend,” CNN, Dec. 23, 2019, https://www.cnn.com/2019/12/23/us/three-shootings-baltimore-minnesota-chicago/index.html


 

 

"The mind is not a vessel to be filled but a fire to be kindled."

Plutarch