Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

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.

SUBSCRIBE TO MARKET COMMENTARY
  • 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:

     


  • Monkeypox
     Author(s): David R. Kotok |

    monkeypox-by-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…


  • Cuba Series, Part 4: Helms–Burton & Readers Respond
     Author(s): David R. Kotok |



    We thank readers for their many comments about our Cuba series. The three prior parts and today's addition are available here:   


  • ESG Texas Responses
     Author(s): David R. Kotok |



     


  • Guest Commentary by Professors D. Blanchflower & A. Bryson
     Author(s): David R. Kotok |

    Guest Commentary by Professors D. Blanchflower & A. Bryson


    fishing buddy and longtime friend, Danny Blanchflower, is Professor of Economics at Dartmouth. His collaborator Alex Bryson is Professor of Quantitative Social Science, Social Research Institute, University College, London. Together these two economists have been looking at the predictive power…


  • "Ukraine: What's Next?" - Financial and Economic Impacts
     Author(s): Cumberland Advisors |

    Ukraine- What Next - YouTube Playlist


    "Ukraine: What's Next?" - Financial and Economic Impacts Videos


  • ESG Part 3: The Florida Debate
     Author(s): David R. Kotok |

    ESG-Part-3-The-Florida-Debate-by-David-R.-Kotok


    There are many positive analyses demonstrating the importance of ESG.


  • Cumberland Advisors Week in Review (Feb 14, 2022 – Feb 18, 2022)
     Author(s): Cumberland Advisors |



    Cumberland Advisors Week in Review (Feb 14, 2022 – Feb 18, 2022)


  • 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!

     


 

 

"The mind is not a vessel to be filled but a fire to be kindled."

Plutarch