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): Robert Eisenbeis, Ph.D. | Tue April 6, 2021
Author(s): David R. Kotok | Mon April 5, 2021
Jonathan Golub of Credit Suisse sent an April 1 public market note. He said: “With multiples stable, the market’s entire advance can be explained by improving earnings.” We agree. The S&P 500 P/E ratio is essentially unchanged for the last three quarters. We also agree that it…
Author(s): Patricia M. Healy, CFA | Mon April 5, 2021
On Wednesday, President Biden introduced the first of two infrastructure plans as part of his Build Back Better initiative: the American Jobs Plan. The second plan, the American Families Plan, has not yet been formally proposed. The two plans are reported to total up to $4 trillion, cover…
Author(s): David R. Kotok | Sun April 4, 2021
Author(s): Cumberland Advisors | Sat April 3, 2021
Author(s): Daniel Himelberger | Thu April 1, 2021
Author(s): David R. Kotok | Tue March 30, 2021
We’ve been to Brazil and have visited contiguous countries such as Argentina and Uruguay. (I’ve written about one trip here: https://www.interdependence.org/blog/reflecting-south-america-trip/.) Such travels are not possible now.
Author(s): John R. Mousseau, CFA | Mon March 29, 2021
President Warren G. Harding made the term “return to normalcy” famous in the 1920 presidential election when he used the phrase as a campaign theme, promising to bring America back to what it was prior to World War I and the Spanish Flu pandemic, which gripped the nation and the…
Author(s): David R. Kotok | Sun March 28, 2021
Author(s): Cumberland Advisors | Sat March 27, 2021
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 also include older commentaries that our editors have…