While the U.S. stock market had a long overdue correction in February of 2018, the first quarter ended merely flat eventually. Continuing from the rebound since February low, the stock market kept rising strongly in the second quarter.

US stocks were buffeted by crosscurrents in the first half of 2018.

We’ve collected a diverse set of quotes about Kim and Trump and Xi and the region as a whole. Of course, our vantage point for this assemblage is the United States, and our view is influenced by our financial, economic, and markets perspective.

It is with pride that Cumberland Advisors celebrates its 45th Anniversary. June 18th marks 45 years since Cumberland Advisors officially opened its Vineland, NJ, office. Eight years after moving our principal office from Vineland to Sarasota, FL, we have 45 employees, and as of April 30th, 2018…

As the June FOMC meeting approached, pundits and market participants increasingly expected the Committee to raise rates.

In the modern geopolitical world, money and payments are integrated in war (and trade wars) and politics. We see that intrigue in the daily news flow. Some 2400 years after the Peloponnesian War, we can still glean from antiquity lessons to guide us. The Thucydides Trap includes money as a tool…

With all the Trumpian hullabaloo over trade, I want to share with readers a balanced, well-reasoned analysis of US trade issues penned by my good friend Bob Brusca, Chief Economist of FAO Economics. Bob makes it clear that while there are pros and cons to the US’s longtime propensity to run…

On day 1 our econometrics professor warned us to be careful with correlation: A strong correlation doesn’t necessarily mean causality. This is the case with the VIX. It’s closely related to the S&P 500 with a negative correlation, but the relationship may not be causal. I will never forget…

We are back in Southern France, in the town of Bonnieux, perched on a hilltop in the Luberon region of Provence, far from the hustle of Paris. The country has recently endured a record number of thunderstorms, which have caused some serious flooding, and continues to experience a series of rail…

In our recent commentary “Predictions,” we quoted Daniel Kahneman and the story of the cost overruns and prolonged construction period associated with the Scottish Parliament Building. The project’s troubles didn’t end when the ribbon was cut. Brian Barnier, who is a voracious reader, sent me…