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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  • Trade War and No Recession
     Author(s): David R. Kotok | Tue November 19, 2019



    The United States has gotten itself into a trade war negotiations mess. (See "How Trump’s Trade War Went From Method to Madness," https://www.bloomberg.com/news/features/2019-11-14/how-trump-s-trade-war-went-from-method-to-madness.)


  • Cumberland Advisors Week in Review (Nov 11, 2019 - Nov 15, 2019)
     Author(s): Cumberland Advisors | Sun November 17, 2019



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


  • Amazon Fires - More Irrefutable Evidence
     Author(s): David R. Kotok | Fri November 15, 2019



    We thank the many readers who responded positively to our recent report on Brazil and deforestation in the Amazon. For a researcher and a writer, it is affirming to get some positive feedback.


  • Rome (Earth) Burns: Guess Who Fiddles?
     Author(s): David R. Kotok | Wed November 13, 2019



    Climate change is real. For the sake of our children and grandchildren, we must be talking about it seriously and thoughtfully.


  • Cumberland Advisors Week in Review (Nov 04, 2019 - Nov 08, 2019)
     Author(s): Cumberland Advisors | Sun November 10, 2019



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


  • Opportunities in Japan for Global Equity Investors
     Author(s): William Witherell, Ph.D. | Sat November 9, 2019



    The Bank of Japan at its October 30–31 Monetary Policy Committee meeting kept its policy unchanged while indicating it was willing to lower interest rates further into negative territory from their current low levels if needed to maintain progress towards the 2% inflation objective.


  • Financial Literacy & Predatory Lending
     Author(s): David R. Kotok | Fri November 8, 2019



    The Military Lending Act caps annual interest on loans to military members at 36% and offers other safeguards. Now, lawmakers are proposing to extend that protection to veterans and others. NPR reports: https://www.npr.org/2019/11/07/776769597/a-ban-on-high-cost-loans-may-be-coming


  • Farmers & Credit Issues
     Author(s): David R. Kotok | Wed November 6, 2019



    While Washington (politics and baseball) dominates the headlines, the American farmer continues to be bludgeoned by the Peter Navarro-designed and Donald Trump-approved trade war. The last two years have seen a significant erosion in US agricultural exports, and farmers have been badly hurt.


  • Cumberland Advisors Week in Review (Oct 28, 2019 - Nov 01, 2019)
     Author(s): Cumberland Advisors | Sun November 3, 2019



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


  • Fire and Water
     Author(s): Patricia Healy, CFA | Sat November 2, 2019



    The fires engulfing parts of California are feared to become the nation’s worst fire disaster, possibly surpassing 2017 and 2018 fire events. Spurred on by wind gusts of up to 80 mph, this disaster harkens back to Superstorm Sandy, which occurred seven years ago, in October 2012.


 

 

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

Plutarch