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.
Author(s): Jay Simkin & David R. Kotok | Sat February 29, 2020
Jay Simkin is a skilled global observer who consults privately on global risks. We have exchanged information for many years.
Author(s): David R. Kotok | Thu February 27, 2020
Without a vaccine, the best medicine for an epidemic is the truth. Lies and cover-ups make matters worse; we all know it. We recently saw it in Wilmington, North Carolina, where a fake news report of coronavirus cases triggered disruption in the regional medical system. It is hard to catch a…
Author(s): Cumberland Advisors | Tue February 25, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): Nick Colas and Jessica Rabe | Tue February 25, 2020
Nick Colas and Jessica Rabe of DataTrek Research publish a terrific daily market analysis. They have kindly agreed to let us send their full Coronavirus survey note to our list. We thank them. The full February 23rd letter follows.
David R. Kotok Chairman and Chief Investment Officer…
Author(s): David R. Kotok | Sat February 22, 2020
Many market agents have invoked SARS as a model for assessing market strategy and reaction functions to COVID-19.
They’re wrong.
Author(s): David R. Kotok | Fri February 21, 2020
“Global equity markets have been able to look through the bearish threat from the spreading Covid-19 with nearly all indexes, excluding the CSI and the Shanghai Comp, higher on the month.
Author(s): David R. Kotok | Wed February 19, 2020
Coronavirus Impact on Shipping
It did not take long for the coronavirus outbreak to seriously impact global shipping. In late January, industry leader FreightWaves, in an American Shipper interview with economist Paul Bingham, director of transportation consulting at IHS Markit, expressed…
Author(s): Cumberland Advisors | Sun February 16, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Sat February 15, 2020
Markets were dealt a surprise on February 12, when changes to the way coronavirus cases in Hubei Province are counted resulted in a dramatic surge in the number of new cases reported in China (“Coronavirus: Hubei Province reports spike in new confirmed cases and deaths after change in diagnostic…
Author(s): Cumberland Advisors | Sat February 15, 2020
Watch Cumberland Advisors' "Understanding Global Markets and Finance: Financial Literacy Day" at the link below (Requires Adobe Flash Player).
Also, see Bloomberg's website for Mike McKee's interview with Loretta Mester, President and CEO, Federal Reserve Bank of Cleveland. Loretta was…