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 August 29, 2021
At Leen’s Lodge this year, Camp Kotok participants engaged in an extensive discussion of the dollar and its status as the world’s reserve currency, the historical structure, present-day problems, competing currencies (including central bank digital currencies and crypto), central banks, and all…
Author(s): Cumberland Advisors | Sat August 28, 2021
Dear Clients & Friends, Thank you for joining Cumberland Advisors for this Friday August 27, 2021 end-of-week update on market conditions, equities & bonds with Executive Vice President & Director of Equity Strategies, Matthew McAleer and Shaun Burgess, Portfolio Manager & Fixed…
Author(s): David R. Kotok | Wed August 25, 2021
U.S. Equity ETF Portfolio Update
Author(s): Robert Eisenbeis, Ph.D. | Tue August 24, 2021
A critical factor impacting Federal Reserve policy and when the Fed will begin moderating its accommodative monetary policy depends, under its new framework, on progress in achieving its “broad-based and inclusive maximum-employment goal.” This issue was addressed in the minutes of the July FOMC…
Author(s): David R. Kotok | Mon August 23, 2021
A reader asked if she should sell all her stocks because of the rare back-to-back Hindenburg Omen event. We consulted the Dean of the NYSE, our friend Art Cashin, and asked permission to quote him. We thank Art for granting us the okay so that we can share his wisdom with our readers.
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Author(s): David R. Kotok | Sun August 22, 2021
A couple of months ago we offered readers an escape and talked about numbers (“An Economist Visits the Grand Canyon,” https://www.cumber.com/market-commentary/economist-visits-gra
Author(s): David R. Kotok | Tue August 10, 2021
The anchor on TV said, “He snuck it in.”
Author(s): David R. Kotok | Wed August 4, 2021
After a year’s break because of COVID, we are reconvening the annual summer gathering at Leen’s Lodge in Grand Lake Stream, Maine. The Global Interdependence Center has been enormously helpful in organizing the gathering.
Author(s): William Witherell, Ph.D. | Tue August 3, 2021
The Eurozone’s economy as measured by GDP expanded by 2% q/q in the second quarter, significantly faster than expected, indeed faster than the economies of the US and China. However, Eurozone GDP was still 3% lower than its pre-pandemic high, while US second-quarter GDP was 0.8% higher. The HIS…
Author(s): David R. Kotok | Mon August 2, 2021
Pandemic Insights: Barry Ritholtz Interviews Charity Dean