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): John R. Mousseau, CFA | Thu November 8, 2018
Here’s our first take after the midterm elections.
Author(s): David R. Kotok | Thu November 8, 2018
“In 2016, President Trump pledged to eliminate the national debt ‘over a period of eight years’ (“In a revealing interview, Trump predicts a ‘massive recession’ but intends to eliminate the national debt in 8 years,” https://www.washingtonpost.com/politics/in-turmoil-or-triumph-donald-trump-…
Author(s): Cumberland Advisors | Sun November 4, 2018
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): Robert Eisenbeis, Ph.D. | Sat November 3, 2018
The November FOMC meeting is scheduled for November 7 & 8, one day after the November 6 midterm election.
Author(s): David R. Kotok | Fri November 2, 2018
We thank readers for their many comments and criticisms regarding our commentary on climate change and markets. For those who missed the original piece, here is the link: “Climate Change & Markets,” https://www.cumber.com/climate-change-markets/.
Author(s): William Witherell, Ph.D. | Thu November 1, 2018
The Italian drama continues, with the European bond markets demonstrating great resilience despite the risks presented by the Italian government’s proposed fiscal policy stance, which has been rejected by the European Commission (EC). Earlier, after receiving Italy’s draft budget, the EC had…
Author(s): David R. Kotok | Wed October 31, 2018
The recent trifecta of hate crimes casts a pall. It just feels so heavy. Somber reflection adds to the weight.
Conversations at meals and in meetings are muted. Sure, we talk about it. Sure, we mourn. And sure, we are lost for answers about these three heinous lone wolves. Sure,…
Author(s): Cumberland Advisors | Sun October 28, 2018
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. They are not revised assessments and circumstances may have changed in the market from the time of original publication. We also include older commentaries our editors have determined of interest to…
Author(s): David R. Kotok | Sat October 27, 2018
Talking stock markets this morning with Matt McAleer in our shop.
Bullets:
1 These kinds of negative weekly momentum extremes have been profitable entry points in the past.
Author(s): John R. Mousseau, CFA & Gabriel Hament | Fri October 26, 2018
Most investors have heard of the “Super Bowl Theory of the Dow.” This theory, first proposed by sportswriter Leonard Koppett in the 1970s (source: Wikipedia), posited that when a team from the “old” NFL (the current NFC plus the Colts, Browns, and Steelers, who joined the AFC in 1970) won the…