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 and Alex J. Pollock | Sat November 18, 2017
Last Monday, November 6th, I was privileged to serve on a panel discussion at the American Enterprise Institute in Washington DC, where the topic was Puerto Rico after Hurricane Maria. The discussion covered a wide range in topics that included the damage to Puerto Rico as well as issues of…
Author(s): Bill Witherell, Ph.D. | Thu November 16, 2017
Significant progress is needed on three “divorce” issues – the future rights of EU citizens in the UK and UK citizens in the EU, the UK’s financial obligations to the EU, and the future border between Northern Ireland and the Republic of Ireland – before the Brexit negotiations can move to the…
Author(s): David R. Kotok | Tue November 14, 2017
“The only difference between death and taxes is that death doesn’t get worse every time Congress meets.” – Will Rogers (source: BrainyQuote.com)
Author(s): David R. Kotok | Fri November 10, 2017
Following up on our recent commentary, and with permission, we continue to quote the excellent work of Nick Colas and Jessica Rabe of DataTrek Research. We encourage readers to give their newly launched service a try. Their website is http://datatrekresearch.com/.
In this segment, Nick…
Author(s): David R. Kotok | Wed November 8, 2017
Readers have seen us previously comment on the developing Bitcoin-crypto phenomenon. And our clients know that we are not investing in crypto today but are watching this carefully. Our clients also know we have a position in a gold-miner ETF. Our email from clients, media, and readers has the…
Author(s): Robert Eisenbeis, Ph.D. | Tue November 7, 2017
President Trump announced on Thursday the elevation of Governor Jerome Powell to succeed Chair Janet Yellen when her four-year term as chair of the Board of Governors expires. For those who may not know, the chair of the Board of Governors is appointed for a four-year term, which is different…
Author(s): John R. Mousseau, CFA | Sat November 4, 2017
The House bill proposes to keep a 39.6% top rate. Thus there will be no reduction on the demand side for munis for individuals.
The corporate rate is lowered to 20% from 35%. The lower rate may hurt corporation demand for munis, most likely in shorter-term maturities since their yields…
Author(s): David R. Kotok | Thu November 2, 2017
Back in 2013 a mild virus nobody paid much attention to underwent one small mutation: A single amino acid (serine) was replaced by another (asparagine), according to Chinese scientists who recently published their research in the journal Science (https://www.washingtonpost.com/news/speaking-of-…
Author(s): David R. Kotok | Tue October 31, 2017
At 8:22 a.m. on Saturday morning, @realDonaldTrump greeted the world with this observation: "Very little reporting about the GREAT GDP numbers announced yesterday (3.0 despite the big hurricane hits). Best consecutive Q's in years!" – Hat tip: Politico.
Author(s): David R. Kotok | Fri October 27, 2017
We start with a quote by Donald Trump, courtesy of CNN, May 16, 2016: “This is the United States government. First of all, you never have to default because you print the money, I hate to tell you, OK?”