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): Norm Dempsey, MBA |
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:
Author(s): Cumberland Advisors |
Dear Clients & Friends,
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): |
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 |
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…
Author(s): David R. Kotok |
Doug Kass sent a 12-point missive on May 22, at 6:20 AM EDT. Here’s the title: “12 Frightening Charts and Tables … you will not see them being discussed in the business media today.” Doug was kind enough to give me permission to quote him on the first two items. We are not addressing the other…
Author(s): Cumberland Advisors |
Author(s): David R. Kotok |
Author(s): Cumberland Advisors |
"Ukraine: What's Next?" - Financial and Economic Impacts Videos