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): Cumberland Advisors |
"Ukraine: What's Next?" - Financial and Economic Impacts Videos
Author(s): David R. Kotok |
There are many positive analyses demonstrating the importance of ESG.
Author(s): Cumberland Advisors |
Cumberland Advisors Week in Review (Feb 14, 2022 – Feb 18, 2022)
Author(s): David R. Kotok |
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!
Author(s): David R. Kotok |
US Stock Market: Point and Counterpoint
Author(s): David R. Kotok |
The impact of Long Covid on the labor force is sinking in for many of the doubters.
Author(s): Cumberland Advisors |
Dear Clients & Friends,
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US Stock Market: Point and Counterpoint
Today we want to take a point and counterpoint approach to considering the valuation of the US stock market.
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:
Author(s): David R. Kotok |
We thank readers for their emails about monkeypox. We have, of course, been keeping an eye on its spread, its characteristics, and its potential for causing disruption. Monkeypox will not be a Covid-style pandemic, if it becomes a pandemic. For starters, Covid spreads by respiratory transmission…