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 | Wed January 27, 2021
The political debate over COVID-related liabilities of businesses is intense. Companies want a federal shield, which McConnell-McCarthy haven’t been able to get for them. Trial lawyers want an open target, which Pelosi-Schumer haven’t been able to get for them. A bipartisan Senate group was…
Author(s): William Witherell, Ph.D. | Tue January 26, 2021
China’s economy grew at a 6.5% year-over-year rate in the fourth quarter, bringing growth for the full year 2020 to 2.3%. China’s was the only major economy to expand last year, despite the outbreak of the pandemic and the related economic shutdowns early in the year in China. That positive…
Author(s): David R. Kotok | Mon January 25, 2021
When I was in the first grade, my teacher said, “David, do you know what you are?” She was reading my last name. In the second grade, the same thing happened. By the fifth grade, I could deliver the lecture: “I’m a palindrome.”
Author(s): Cumberland Advisors | Sun January 24, 2021
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Fri January 22, 2021
Fed Attack Responses
Author(s): David R. Kotok | Wed January 20, 2021
We would like to suggest that readers take time to read Josh Brown’s December 29 column at The Reformed Broker, “How to avoid bear markets” (https://thereformedbroker.com/2020/12/29/how-to-avoid-bear-markets/). We thank Josh’s colleague Barry Ritholtz for including it in the daily …
Author(s): David R. Kotok | Mon January 18, 2021
This Sunday morning, we would like to whisk you away from the world of politics for a few minutes.
First, we’ll consider the outsized consequences of acting without thinking. We thank Bill D. for forwarding this 30-second clip:
“Why we don’t do fireworks at Christmas,”
https…
Author(s): Cumberland Advisors | Sun January 17, 2021
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): Robert Eisenbeis, Ph.D. | Sat January 16, 2021
Although the news is somewhat stale, the January 12 release of the BLS’s Job Openings and Labor Turnover Survey (JOLTS) for November provides some additional information about the underlying dynamics of the labor market as we approached the December virus surge. The picture we see reflects some…
Author(s): William Witherell, Ph.D. | Fri January 15, 2021
In recent weeks, a new and more contagious variant of COVID-19 has been surging in South Africa, with per capita new infections and deaths approaching the globally leading rates being experienced in the UK and the USA. While on December 26 the seven-day rolling average of new South African cases…