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): 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…
Author(s): | Sat February 11, 2017
Excitement builds as we finalize preparations for the March 30th all-day Financial Literacy event. See http://www.usfsm.edu/FinancialLiteracy for a detailed program, confirmed speakers’ list, and registration. The Financial Literacy Day agenda includes a full day of discussions covering…
Author(s): David Kotok | Fri February 10, 2017
I was pleased to join Adam Johnson and Tom Essaye on the Feb. 8 edition of The Bell podcast. We chatted about topics that ran the gamut from Cumberland’s bullish take on Japan, to the communicative power and political effectiveness of tweets, to equity market valuations and bond market liquidity…
Author(s): David Kotok | Thu February 9, 2017
We received a large volume of email on the Trump immigration order debate. Views are about evenly divided for and against, with many passionate assertions and opinions. We are not running a blog; but, that said, the sheer number of responses has triggered this commentary. We do not expect to…