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): David R. Kotok | Sun January 27, 2019
Here is a link to an FBI report on what the shutdown is doing to safety and law enforcement and all that is related to those concerns. The report is entitled Voices from the Field (https://www.fbiaa.org/sites/default/files/downloadable/FBIAA%20Voices%20from%20the%20Field.pdf). The…
Author(s): Cumberland Advisors | Sat January 26, 2019
Cumberland Advisors' Patty Healy is participating in the Climate Change Summit held at USF Sarasota-Manatee today, January 25, 2019. She'll be speaking to the audience about municipal bond ratings relating to how prepared these entities are for severe weather events, the impacts of climate…
Author(s): David R. Kotok | Fri January 25, 2019
We believe one of the Achilles heels of the Trump-Pelosi shutdown war is found in air travel. Growing waits at airports. More “blue flu” sick-outs. TSA workers unpaid. And much more.
Author(s): David R. Kotok | Thu January 24, 2019
We thank many readers for their responses to my January 22 commentary, “Shutdown and Markets” (https://www.cumber.com/shutdown-and-markets/).
Author(s): David R. Kotok | Wed January 23, 2019
The stock market is ignoring the shutdown. The bond market is, too. So, too, are commodities, currencies, precious metals, fine art and other collectibles, sovereign debt, and many other asset classes. Those markets are moving for other reasons and not Federal shutdown.
Why?
Author(s): Cumberland Advisors | Sun January 20, 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…
Author(s): Shaun Burgess | Fri January 18, 2019
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.
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.
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…