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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  • Buyer Beware
     Author(s): Shaun Burgess | Fri January 18, 2019




  • Marijuana
     Author(s): David R. Kotok | Thu January 17, 2019



    Every so often DataTrek puts together an excellent update on the rapidly expanding marijuana industry. DataTrek’s cofounders, Jessica Rabe and Nick Colas, have access to a wealth of information, and they offer it as part of their service.


  • Zero Sum Game?
     Author(s): David R. Kotok | Tue January 15, 2019



    A fishing buddy (Camp Kotok regular) and thoughtful financial professional Steve Blumenthal opened one of his weekly missives with this paragraph, in which he introduced a commentary from Ray Dalio.


  • Cumberland Advisors Week in Review (Jan 07, 2019 - Jan 11, 2019)
     Author(s): Cumberland Advisors | Mon January 14, 2019



    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…


  • China Slowdown and Financial Markets
     Author(s): William Witherell, Ph.D. | Sat January 12, 2019



    The Shanghai Stock Exchange was the worst performing major stock market in 2018, with the benchmark Shanghai Composite Index falling 25% over the course of the year. Concerns about a slowing economy deepened in the second half as current indicators surprised on the downside. While many…


  • Can the President Fire the Chairman of the Federal Reserve?
     Author(s): Robert Eisenbeis, Ph.D. | Fri January 11, 2019



    The question has arisen, does the president have the ability to fire the chairman of the Federal Reserve. The short answer appears to be no. But few understand the structure of the Federal Reserve and how, by design, that structure both compartmentalizes and is designed to insulate policy making…


  • Zika, Climate Change & January 25
     Author(s): David R. Kotok | Thu January 10, 2019



    On December 30, as 2018 drew to an end, NBC’s Meet the Press aired an entire program on the climate change crisis, well worth watching (https://www.nbc.com/meet-the-press/video/meet-the-p


  • 4Q 2018 Credit Commentary and a Look Ahead to 2019
     Author(s): Patricia Healy, CFA | Wed January 9, 2019



    Has The Municipal Credit Cycle Plateaued?


  • Cumberland Advisors Week in Review (Dec 31, 2018 - Jan 04, 2019)
     Author(s): Cumberland Advisors | Tue January 8, 2019



    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…


  • Trade Wars and Government Shutdowns Can Be Fishy Business
     Author(s): Michael McNiven, Ph.D. | Tue January 8, 2019



    We have written with some regularity about the consequences of trade wars.


 

 

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

Plutarch