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): William H. Witherell, Ph.D. | Fri July 9, 2021
For the second time in eight months, the Chinese government has acted against a major Chinese technology firm seeking to list in the US market, again raising great concerns about the future of Chinese listing in the US and about Chinese stocks in general. In the previous case last November,…
Author(s): David R. Kotok | Thu July 8, 2021
Raising More Cash in Our US ETF Portfolios In the first half of this year, we achieved the results that we anticipated we would achieve for the entire year. Actually, we exceeded them in many accounts. So, the question becomes, do you put some in the bank? In our view, the answer is yes.…
Author(s): David R. Kotok | Wed July 7, 2021
We hear writers, commentators, and forecasters discussing inflation and aiming all of their darts at the Federal Reserve. What about an easy step to curb inflation? Repeal the Jones Act. In a stroke of a pen, we could lessen inflationary pressures in shipping, take some of the kinks and…
Author(s): Patricia M. Healy, CFA | Tue July 6, 2021
All states reopened by the end of the second quarter, and the pent-up demand for travelling and visiting with one another returned in boatloads – or should I say plane loads! Even the airport sector has a stable outlook from rating agencies and analysts. US airport traffic is up substantially…
Author(s): David R. Kotok | Sun July 4, 2021
Kotok note: since this guest commentary by Bob Bunting was written, many areas in America have endured record heat, water rationing from drought, rolling power outages, agriculture impairment and some deaths with causal attribution to the record heat. Many July 4 celebrations will be without…
Author(s): Cumberland Advisors | Sat July 3, 2021
Author(s): Robert Eisenbeis, Ph.D. | Fri July 2, 2021
The BLS Current Employment Survey for June 2021 showed a healthy 850,000 jobs, up from 583,000 in May.
Author(s): William H. Witherell, Ph.D. | Thu July 1, 2021
As the first half of 2021 comes to an end, the global economy is recovering strongly from its sharp decline last year caused by the COVID-19 pandemic. While the disease continues to surge in some countries, particularly those with a slow pace of vaccination, and the Delta variant of COVID proves…
Author(s): David R. Kotok | Wed June 30, 2021
On June 25, the ad in the Summit County, CO, job listings read, “Line Cooks at Dillon Dam Brewery in DILLON • Line Cooks Day & Night Shifts • $19/Hour + $250 Signing Bonus • $250 Bonus at Successful 60 Day Review • 40 Hours” (Summit Daily email newsletter, June 25, 2021, https://www.…
Author(s): John R. Mousseau, CFA | Tue June 29, 2021