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): David R. Kotok | Fri March 3, 2017
Bill Dudley, President and Chief Executive Officer of the Federal Reserve Bank of New York, has agreed to keynote the March 30, 2017, Financial Literacy Day, to be held at the University of South Florida Sarasota-Manatee. Visit usfsm.edu/event/financial-literacy-day/ to register and to view the…
Author(s): David R. Kotok | Wed March 1, 2017
Cumberland Advisors is pleased to announce a philanthropic gift to the six universities in the greater Sarasota area – a 12-terminal Bloomberg financial laboratory that will be housed at the University of South Florida’s Business School. All six Sarasota-Manatee “C4 Multiversity” education…
Author(s): David R. Kotok | Wed March 1, 2017
First, we suggest reading this February 24, 2017, note in the Washington Post by Neil Howe: washingtonpost.com/entertainment/books/where-did-steve-bannon-get-his-worldview-from-my-book/, since the following discusses a “turning” that may be approaching with the central bank of the United States…
Author(s): Leo Chen, Ph.D. | Sat February 25, 2017
Last week we shared a strategy using gold and bonds to outperform the market (cumber.com/outperform-the-market-look-no-further-gold-bonds-and-leverage/). This week we are going to introduce a strategy that uses the “golden ratio” rather than gold to beat the S&P 500. Since today is Friday…
Author(s): David R. Kotok | Fri February 24, 2017
A road trip is completed, and another one is underway. Besides the matter of the Trumpest in the Washington Teapot, the overriding majority of questions we encountered had to do with interest rates. Where are they going? What does that mean for my bonds? And, of course, for the stock market? And…
Author(s): David R. Kotok | Wed February 22, 2017
The March 30, 2017, Financial Literacy Day program (see usfsm.edu/event/financial-literacy-day/) is designed to include a special session on charitable foundations and fiduciary roles, trustee responsibilities, investment committee oversight, and areas of concern. Also included in this program…
Author(s): Bill Witherell, PH.D. | Sat February 18, 2017
The recovery in the Eurozone economies is firming with respect to private consumption and investment, with higher employment and labor income, according to the European Central Bank (ECB). Yet financial markets are on edge as a result of heightened political risk, with important elections coming…
Author(s): David R. Kotok | Thu February 16, 2017
Is the Flynn–Russia–Trump leaks–Russian missile ball of wax a distraction that is causing market agents to think more about other things than economic issues?
You bet.
Author(s): Leo Chen, Ph.D. | Wed February 15, 2017
I. Market Efficiency: Active vs. Passive
Author(s): David R. Kotok | Sun February 12, 2017
During one of my two speaking sessions at the Money Show in Orlando, Florida, on February 8, 2017, we had a question from the audience, asking us to weigh in on the issue of gold versus the dollar. Readers and followers of financial press may have observed reports that we took up our position in…