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 & Gabriel Hament | Sat September 9, 2017
As Hurricane Irma churns through the Caribbean, the United States is faced with something that it has not experienced before: two hurricanes of category 4 or higher hitting the country in the same year (http://www.aoml.noaa.gov/hrd/hurdat/All_U.S._Hurricanes.html).
Author(s): | Fri September 8, 2017
Cumberland Advisors has activated our emergency response plans as a result of Hurricane IRMA. We expect to have a complete offering of services throughout the effects of the storm. Please be aware that we may be operating with limited staffing and this may slow our normal response times.…
Author(s): David R. Kotok | Wed September 6, 2017
Labor Day weekend at Leen’s Lodge in Grand Lake Stream, Maine, continues a quarter-century tradition, and the best parts of that tradition have been reaffirmed. Sure, we also discussed the world as we see it and debated scenarios. A great outline of issues was summarized in the opening paragraph…
Author(s): Patricia Healy, CFA | Thu August 31, 2017
Our thoughts go out to all those displaced or injured, those who had homes and businesses destroyed, and especially those who lost loved ones. Many of us have been glued to the TV, focused on the news surrounding the devastating damage that has occurred and is continuing to occur at the time of…
Author(s): David R. Kotok | Wed August 30, 2017
Bullets on the debt-ceiling charade:
1. No one expects the US to default. So why has the credit default swap (CDS) on the US risen in price? Answer: Bond market agents want to add a little insurance just in case American politics deliver a negative surprise.
2. The short end of the…
Author(s): Robert Eisenbeis, Ph.D. | Tue August 29, 2017
For many years, the so-called Phillips curve has provided the inflation forecast framework underlying much of the FOMC’s policy discussions. Yet both before and especially after the financial crisis, the Fed and FOMC members have consistently under-forecasted inflation. A new working paper…
Author(s): Bill Witherell, Ph.D. | Sat August 26, 2017
Emerging market equities are continuing to outperform remarkably this year. While a pullback seems overdue, there are a number of reasons to expect the trend to remain upward, perhaps for several years more. The iShares MSCI Emerging Markets ETF, EEM, is up 28.19% year-to-date August 24. The…
Author(s): | Fri August 25, 2017
The biggest rainbow trout I ever caught lives at the Keystone (Colorado) Village Ice Rink, a five-acre lake at 9321 feet above sea level. Here is that wonderful fish, held by Matt Campanella, a skilled fly fishing guide.
Author(s): Sharon Prizant | Thu August 24, 2017
What is Camp Kotok???
This is not a routine Cumberland Advisors Commentary! Rather than offering commentary on issues and events of importance to the investment and advisory community, this Commentary reports on a very unique and special event for the investment and advisory community…
Author(s): David R. Kotok | Tue August 22, 2017
“Rats have been said to be the first to sense an impending disaster, such as a sinking ship or a gas leak in a mine – so if rats are leaving, it’s a good idea to follow!"
“Early records of the expression [‘like rats deserting a sinking ship’] go back all the way to Pliny the Elder's…