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 | Thu March 23, 2023
On February 16–17, the Global Interdependence Center, in partnership with University of South Florida Sarasota Manatee and the Florida West Coast Chapter of the Air Force Association, held the first in a series of four programs titled “Ukraine: One Year Later.”
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Author(s): David R. Kotok | Sun March 19, 2023
As the trifecta of the Treasury Department, Fed, and FDIC moved to contain the fallout of the failure of Silicon Valley Bank, here’s how American Banker summed things up on that fateful Sunday night:
Author(s): Cumberland Advisors | Sat March 18, 2023
Cumberland Advisors Week in Review
Author(s): Robert Eisenbeis, Ph.D. | Fri March 17, 2023
Blame, blame, blame — the media, Congress, and others are blaming bank supervisors, deregulation, and previous administrations in an effort to assign responsibility for the collapse and subsequent fallout from the demise of Silicon Valley Bank and Signature Bank.
Author(s): John R. Mousseau, CFA | Wed March 15, 2023
The failure of Silicon Valley Bank (SVB) along with Silvergate Bank and the Signature Bank of New York has created what is possibly an inflection point in the bond markets.
Author(s): Cumberland Advisors | Tue March 14, 2023
What follows is a special update from Cumberland Advisors.
Author(s): David R. Kotok | Sun March 12, 2023
Many readers responded to John Mousseau’s commentary and my follow up commentary on credit ratings and the needed independence of bond managers and rating agencies.
Author(s): David R. Kotok | Fri March 10, 2023
A packed auditorium and many Zoom users attended the Climate Adaptation Center (CAC) "2023 Florida Climate Forecast Conference" in Sarasota on Feb. 9 for a full day of eye-opening discussion regarding Florida hurricane and sea level rise risk.
Author(s): Robert Eisenbeis, Ph.D. | Tue March 7, 2023
With the passing of Professor Edward J. Kane on March 2, 2023, the economics and finance profession lost a true giant in the field. His professional accomplishments are multidimensional. He authored over 150 published articles and seven books.
Author(s): David R. Kotok | Mon March 6, 2023
We thank readers for their comments about the writings we are offering to explain the machinations of the tax-free municipal bond market. I can arrange a direct discussion with our firm for anyone interested in greater detail. Just email me.