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 | Sun March 20, 2022
Author(s): Robert Eisenbeis, Ph.D. | Thu March 17, 2022
Milton Friedman is oft quoted as saying that “Inflation is always and everywhere a monetary phenomenon, in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output.” But experience over the past three years suggests that this might not always…
Author(s): David R. Kotok | Tue March 15, 2022
Our recent Sunday morning missive, “Putin’s Mind,” featured a Frontline interview of a seasoned journalist who has the depth and experience to address the issue. Here’s the link for those who missed it: https://www.cumber.com/market-commentary/putins-m
Author(s): David R. Kotok | Sun March 13, 2022
Many are asking about the state of Putin’s mind. The simple answer is, “nobody knows.” And we are not inclined to be either armchair generals or armchair psychiatrists.
Author(s): Cumberland Advisors | Sat March 12, 2022
Thank you for watching Cumberland Advisors' Friday, March 11, 2022 Week In Review, an end-of-week update on market conditions, equities & bonds with John R. Mousseau, President, Chief Executive Officer, and Director of Fixed Income, Matthew C. McAleer, Executive Vice President & Director…
Author(s): David R. Kotok & Lyric Hughes Hale | Tue March 8, 2022
Author(s): David R. Kotok | Mon March 7, 2022
We are in a trifecta. The three elements are as follows:
Author(s): David R. Kotok | Sun March 6, 2022
Virologist Katelyn Jetelina published on February 4th an excellent discussion of two new Covid vaccines — Nuvaxovid (NVX-CoV2373), developed by Novavax, Inc., and Corbevax, developed by Drs. Maria Elena Bottazzi and Peter Hotez of the Texas Children’s Hospital and the Baylor College of…
Author(s): Cumberland Advisors | Sat March 5, 2022
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We may include older commentaries that our editors have determined may be…
Author(s): David R. Kotok | Fri March 4, 2022
Before the Russian War, we published three commentaries on inflation and the Fed. Here are the links: