I am scheduled to discuss policy-driven interest rates and other market forces on Bloomberg TV at 8 AM on Tuesday morning. In the meantime, here’s a rundown of the picture as we at Cumberland Advisors see it now.

The recovery of the global economy has continued thus far in 2017, and stock markets have generally registered healthy advances. In the US the SPDR S&P 500 ETF, SPY, gained 5.62 year-to-date April 11 on a total return basis; the iShares MSCI All Country ex-US ETF, ACWX , gained 8.12%; and in…

A history lesson may be helpful for those who are younger. Google “Hama.” It is a town (actually was a small city). The existing Syrian president’s father killed 20,000 of his own citizens there in 1982. What makes anyone think the present regime is any different? We must remember that the Assad…

I read the following excerpt in the morning edition of NightWatch for 4 April (This is a subscription service – for details see https://www.kforcegov.com/products/nightwatch/nightwatchdetails/).

Here at our Sarasota, FL headquarters, we are blessed not only with year-round sunshine but also with an arts and cultural ecosystem rivaling that of cities which are orders of magnitude larger, a cluster of academic institutions that attract students from every corner of the country and world,…

This is a BBC report about US-Canada trade and transit: bbc.com/news/world-us-canada-39449515. Behaviors have consequences, and that is true even among the best of friends.

“Progress is not an illusion, it happens, but it is slow and invariably disappointing.”  – George Orwell

Pundits have hypothesized that the failure of Obamacare repeal and replacement has so undermined Trump that the tax reform–infrastructure–repatriation package is likewise doomed. We disagree.

Our International ETF strategy analyzes fiscal and interest-rate policy and complements that research with trading analytics to determine portfolio risk/reward and valuations. The strategy has the benefit of flexibility in allocation by market cap size and developed vs. emerging markets.

Recognizing strengths and weaknesses among primary asset classes is the core goal of our Tactical Trend strategy. The strategy seeks to identify relative strength and trend strength in an attempt to allocate capital to the strongest asset classes while underweighting or eliminating exposure to…