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): | Mon June 24, 2024
“It’s difficult to make predictions, especially about the future.” Who said it? Niels Bohr? Yogi Berra? Mark Twain? The answer is at the end of this quarterly commentary.
Author(s): David R. Kotok | Sun June 23, 2024
A Cuba Update (June 2024)
Author(s): Norm Dempsey, MBA | Sat June 22, 2024
Author(s): David R. Kotok | Fri June 21, 2024
How can you govern a country with two hundred thirty-eight varieties of cheese?”― François Mitterrand, President of France, 1981–1995
Author(s): David R. Kotok | Mon June 17, 2024
IMO, America’s enemy, Mr. V. Putin, is using his Venezuelan proxy, Nicolás Maduro, to open a third front against the US. At the end of this discussion is a list of citations in support of my view.
Author(s): David R. Kotok | Sun June 16, 2024
Who’da thunk it? 51 years ago (June 18, 1973) my co-founding partner, Sheldon “Shep” Goldberg (deceased) and I received a letter from the Securities and Exchange Commission informing us that Cumberland Advisors was legally registered as an investment advisory firm. And we’re still around. And…
Author(s): David R. Kotok | Tue June 11, 2024
While respectful citizens observed D-Day commemorations, 80 years on, another invasion occurred on June 6th of this year. Barron’s summarized it like this: Microsoft (MSFT), Apple (AAPL) and Nvidia (NVDA) are each worth a little more than $3 trillion. Nvidia’s market capitalization…
Author(s): David R. Kotok | Sun June 9, 2024
Mexico. A remarkable political change yields a government where women head the branches and the presidency and fill other roles. Shortly after Claudia Sheinbaum was elected as the nation's first woman president, another woman was murdered while in her capacity as mayor of a Mexican city. As Paul…
Author(s): David R. Kotok | Mon June 3, 2024
I received an email from a retired NY judge, who noted the 574-point rally in the Dow Jones Industrials as a positive response to Trump’s guilty verdict. I disagreed.
Author(s): David R. Kotok | Sun June 2, 2024
Doug Kass sent a 12-point missive on May 22, at 6:20 AM EDT. Here’s the title: “12 Frightening Charts and Tables … you will not see them being discussed in the business media today.” Doug was kind enough to give me permission to quote him on the first two items. We are not addressing the other…