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 | Tue November 30, 2021
Rob Smith, who covers health care for Capital Alpha (https://capalphadc.com), reminds us of a history lesson: “Delta variant that currently dominates U.S. infections was first detected in India in Dec. 2020. It was identified in the U.S. in March 2021.
Author(s): David R. Kotok & Michael Drury | Mon November 29, 2021
We were working on the issue of corporate profits and what is the widest-ever statistical discrepancy in the GDP data. Lo and behold! In comes my friend Michael Drury with an excellent analysis and graphic depiction of the problem. Mike graciously gave permission for us to reproduce his…
Author(s): David R. Kotok | Sun November 28, 2021
We thank readers for sharing comments about our pre-Thanksgiving missive about jobs and nurses (https://www.cumber.com/market-commentary/jobs-data-nurses).
Author(s): David R. Kotok | Fri November 26, 2021
Below: Quotes summary given to financial media this morning (Black Friday. Nov 26, 2011 - Also see: https://www.cumber.com/in-the-news/wall-st-week-ahead-covid-19-fears-reappear-threat-market ).
Author(s): David R. Kotok | Tue November 23, 2021
My friend and fisherwoman Danielle DiMartino Booth opened the November 15 issue of her Daily Feather letter with this summary: “The record 4.3 million U.S.
Author(s): William H. Witherell, Ph.D. | Mon November 22, 2021
It is almost 22 months since the United Kingdom formally exited the European Union (Brexit), and the two sides are again locked in difficult negotiations on the terms of the divorce. The first 11 months was a transition period during which the terms of the new trade arrangements were negotiated…
Author(s): David R. Kotok | Fri November 19, 2021
In the new China finance regime, a required personal contribution to resolve a debt problem is now a standard. That new standard is there whether it was originally agreed to or not.
Author(s): David R. Kotok | Thu November 18, 2021
We saw this reference in a Bloomberg morning note: “Bitcoin Whales Fuel This Month’s Price Jump, Kraken Report Says,” https://www.bloomberg.com/news/articles/2021-10-29/bitcoin-whales-fuel-this-month-s-price-jump-kraken-report-says. Here’s a quote.
Author(s): David R. Kotok | Tue November 16, 2021
We are approaching the unique American Thanksgiving holiday; let’s consider history and then the present day status of food and its price.
Author(s): Robert Eisenbeis, Ph.D. | Mon November 15, 2021
To many, inflation means a steady and continuous increase in prices. That is, we would expect to see a series of price increases in a sufficient number of goods and services that would serve to push up the measured price level consistently, month after month. For example, the PCE, the FOMC’s…