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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  • Human Emotions, Structure of Strategy, and Diversification of Risk
     Author(s): David R. Kotok | Fri January 2, 1970



    DRK


  • Cumberland Advisors Week in Review (Dec 03, 2018 - Dec 07, 2018)
     Author(s): Cumberland Advisors | Fri January 2, 1970



    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…


  • Financial Literacy Day 2020
     Author(s): David R. Kotok | Fri January 2, 1970



    The Military Lending Act caps annual interest on loans to military members at 36% and offers other safeguards. Now, lawmakers are proposing to extend that protection to veterans and others. NPR reports: https://www.npr.org/2019/11/07/776769597/a-ban-on-high-cost-loans-may-be-coming


  • 2020 Q1 Strategy Reviews - Links to All Commentaries
     Author(s): Cumberland Advisors | Fri January 2, 1970



    It's that time of year when the Team at Cumberland Advisors provide their Q1 Reviews. We may discuss what we favor, cash positions, warning signs, and what we see as opportunities. Read to learn more about the thinking behind our positioning of portfolios and how we execute strategies.…


  • Cumberland Advisors Week in Review (Feb 14, 2022 – Feb 18, 2022)
     Author(s): Cumberland Advisors |



    Cumberland Advisors Week in Review (Feb 14, 2022 – Feb 18, 2022)

    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…


  • It Took 50 Years to Welcome 2023
     Author(s): David R. Kotok |

    It Took 50 Years to Welcome 2023


    We’re planning on writing some longer-range observations this year as we celebrate 50 years of Cumberland Advisors. That’s right. It’s 2023, and it is Cumberland’s jubilee year!

     

    Image

      By January 1973, my founding partner, the…


  • Stocks Over(under)valued Point Counterpoint
     Author(s): David R. Kotok |



    US Stock Market: Point and Counterpoint

    Today we want to take a point and counterpoint…


  • Long Covid, The Fed, Labor (shortage) Day
     Author(s): David R. Kotok |



    The impact of Long Covid on the labor force is sinking in for many of the doubters. Here’s the latest report from Brookings: “New data shows Long Covid is keeping as many as 4 million people out of work,” https://www.brookings.edu/research/new-data-shows-long-covid-is-keeping-as-many-as-4-…


  • Cumberland Advisors’ Friday, December 30, 2022 Week in Review
     Author(s): Cumberland Advisors |

    This week’s video "Sittin' Chilly"


    Dear Clients & Friends,

    Thank you for watching Cumberland Advisors’ Friday, December 30, 2022 Week in Review, an end-of-week update on market conditions, equities & bonds with Matt C. McAleer, Executive Vice…


  • Zika, Polio, Covid Responses
     Author(s): David R. Kotok |



    A number of readers responded to our March 24, 2022, commentary, “Zika, Polio, Covid!” (https://www.cumber.com/market-commentary/zika-polio-covid). We appreciate readers’ thoughtful responses and thank all who chose to reply. We’ve included selected notes below:

     

    Dennis wrote,…


 

 

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

Plutarch