Market Commentary

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.

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  • Crypto Meltdown
     Author(s): David R. Kotok | Tue May 31, 2022

    Cumberland Advisors Market Commentary - Crypto Meltdown by David R. Kotok


    We've witnessed the trillion-dollar crypto meltdown in prices of various cryptocurrency assets. To be more precise, the crypto market cap peak was about $2.7 trillion and now is about $1.1 trillion.


  • Investing & Politics Don’t Mix Well
     Author(s): David R. Kotok | Sun May 29, 2022

    Investing & Politics Don’t Mix Well-by-David-R.-Kotok


    “Investing and politics don’t mix” concluded a recent Barry Ritholtz Sunday morning column. Here’s the link and citation for readers who are interested: “Dangers of Mixing Business with Politics,” https://ritholtz.com/2018/03/dangers-mixing-business-politics/.

    We agree with Barry and…


  • Cumberland Advisors Week in Review (May 23, 2022 - May 27, 2022)
     Author(s): Cumberland Advisors | Sat May 28, 2022

    Cumberland Advisors Week in Review (May 23, 2022 - May 27, 2022)


    Dear Clients & Friends,


  • Florida Covid Update for Memorial Day Weekend
     Author(s): David R. Kotok | Thu May 26, 2022

    Florida Covid Update for Memorial Day Weekend by David R. Kotok


    Several readers have asked about the Covid surge in Florida.  For Cumberland‘s office status, if you are planning a visit, please call for the most current status and office protocols. We are open with a blended schedule of in-person and some work-from-home.


  • China’s Sharp Economic Slowdown
     Author(s): William H. Witherell, Ph.D. | Tue May 24, 2022

    Cumberland Advisors Market Commentary - China’s Sharp Economic Slowdown by William H. Witherell, Ph.D.


    In April, business activity in China slowed dramatically, following a contraction in March. This development is of global importance to policymakers and investors. The Chinese economy is the world’s second largest, behind only the US economy.


  • Why Is the Market in Bear Territory?
     Author(s): | Mon May 23, 2022

    Cumberland Advisors Market Commentary - Why Is the Market in Bear Territory by Robert Eisenbeis, Ph.D.


    Commentators on the current state of equity markets have no shortage of explanations. Here is a brief list, which is by no means complete:

     


  • Ukraine: What's Next? - Part 2
     Author(s): David R. Kotok | Sun May 22, 2022

    Ukraine-What's-Next-Part-2-by-David-R.-Kotok


    Today, we feature the second installment of the virtual and in-person series, “Ukraine: What’s Next?” sponsored by the University of South Florida and the Global Interdependence Center, in partnership with Cumberland Advisors and others.


  • What Is The Neutral Real Interest Rate? What About Munis?
     Author(s): David R. Kotok | Wed May 18, 2022

    Cumberland Advisors Market Commentary - What Is The Neutral Real Interest Rate? What About Munis?


    We are going to open this commentary with five of the slides used at the April 27 USF-GIC virtual (and in person) conference on the Russia-Ukraine war and its impacts.


  • Ukraine: What's Next? - Part 1
     Author(s): David R. Kotok | Sun May 15, 2022

    Cumberland Advisors Market Commentary - Ukraine What's Next Part 1, by David R. Kotok


    Manatee Educational Television (METV) and the University of South Florida are in the process of airing a five-part series, “Ukraine: What’s Next?” Cumberland Advisors is a sponsor and supporter, and the Global Interdependence Center is a program partner.


  • GIC Long Covid Conference Virtual & In-person
     Author(s): David R. Kotok | Thu May 12, 2022

    GIC - Solve Long Covid


    On Thursday, May 19, 2022, the Global Interdependence Center and the Solve Long Covid Initiative will offer a one-day conference, “Long Covid: Research, Policy and Economic Impact.” This signature event offers attendees the opportunity to learn about the latest scientific research on Long Covid…


 

 

"The mind is not a vessel to be filled but a fire to be kindled."

Plutarch