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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  • 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!

     

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      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…


  • Test of HTML Cleaner
     Author(s): |



    US Stock Market: Point and Counterpoint

    Today we want to take a point and counterpoint approach to…


  • 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