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 March 2, 2021
We created the chart below to depict an “underdamped oscillatory system.” Hat tip, Dr. Thomas Synnott III.
Author(s): David R. Kotok | Sun February 28, 2021
Will Rogers, the American icon from Oklahoma said: “There are three kinds of men. The one that learns by reading. The few who learn by observation. The rest of them have to pee on the electric fence for themselves.” This Sunday we’ll offer one of those from the middle category.…
Author(s): Leo Chen, Ph.D. | Wed February 17, 2021
The US equity market continues to post new all-time highs week after week. While the equity market remains seemingly unstoppable regardless of the lack of fundamental support, many investors wonder how long the Fed-fueled market can go before we have a correction. It would be a…
Author(s): David R. Kotok | Tue February 16, 2021
Author(s): David R. Kotok | Sun February 14, 2021
America’s January 6th nightmare was replayed for all to see again; previously unknown security video has been added. The Constitutionally prescribed Senate process and the outcome are determined by our system. And now the national policy debate of who we are and how we…
Author(s): William Witherell, Ph.D. | Fri February 12, 2021
The timing could not have been worse. The United Kingdom exited the European Union on January 1 in the middle of the second wave of the COVID-19 pandemic, which was striking the UK with particular force, driven by a new, more infectious strain.
Author(s): Chris Whalen & David R. Kotok | Thu February 11, 2021
My friend Chris Whalen opened his Feb. 9 missive with profound words: “Don't Fight the Fed – Yet” (https://www.theinstitutionalriskanalyst.com/post/don-t-fight-the-fed-yet).
Here’s why we fully concur. Bullets follow.
Author(s): David R. Kotok | Wed February 10, 2021
So now we’ve seen an asset-market reaction to the social media trolling regarding silver. Like GameStop, silver became the flavor of the week.
Author(s): Robert Eisenbeis, Ph.D. | Tue February 9, 2021
Progress in 2021 on one leg of the FOMC’s dual mandate, the jobs situation, has started to be revealed with the release of 5 weeks of data on new unemployment claims for January and the BLS January CES jobs numbers.
Author(s): David R. Kotok | Mon February 8, 2021
Remembering Captain Sir Tom Moore
A cancer survivor recovering from a broken hip, Tom Moore looked for a way to say thanks to his National Health Service (NHS) caregivers in England. In the midst of a pandemic, he pondered the enormity of the need and considered what a 99 year old…