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 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…
Author(s): Cumberland Advisors | Sun February 7, 2021
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): Leo Chen Ph.D., David R. Kotok, & Matthew McAleer | Tue February 2, 2021
There were two unusual events last week. One made massive headlines; the other flew under the radar.
Author(s): David R. Kotok | Mon February 1, 2021
We do not expect financial markets to be influenced by the coming Senate impeachment trial. It appears that most market agents expect the outcome to be a repeat of history, where the two-thirds threshold of a Senate conviction vote is not reached. If it is reached, there may be some market…
Author(s): Cumberland Advisors | Sun January 31, 2021
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.