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 November 4, 2020
Jack replied to our comments about voting systems and their integrity. Here’s most of his note, to think about on this Election Day:
Hi David,
Author(s): | Tue November 3, 2020
Commentaries regularly create opportunities to broaden the conversation with readers. A number of readers responded to my take on the election, “Yogi: It Aint Over,” posted on October 14 (https://www.cumber.com/yogi-it-aint-over/).
Author(s): David R. Kotok | Mon November 2, 2020
On October 18, we dedicated our Sunday morning missive to women. (See “Women,” https://www.cumber.com/cumberland-advisors-market-commentary-women/.) Men may not fall into that gender category, but they are part of the group that made that gender possible.
Author(s): Cumberland Advisors | Sun November 1, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Fri October 30, 2020
“The 60% stock/40% bond portfolio is largely a relic of the past, with alternatives likely to become a bigger portion of investors’ portfolios over the next decade, asset management chiefs said during a panel discussion at the Milken Global Institute Conference on Wednesday.” (“The 60/40…
Author(s): David R. Kotok | Wed October 28, 2020
Christopher Whalen is a longtime friend and confidant, so this interview with him inevitably reflects the sorts of biases that result from engaging, enlightening conversations over many years. Many know Chris from TV appearances or press quotes or social media commentary. Others may know his…
Author(s): David R. Kotok | Tue October 27, 2020
The DeSantis administration’s official COVID-19 track record in Florida shows more than 840,000 confirmed COVID-19 disease cases and 16,470 dead among Florida residents as of Thursday, October 22 (https://coronavirus.jhu.edu/us-map). We have only crude estimates of how many people may have…
Author(s): Cumberland Advisors | Sun October 25, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Fri October 23, 2020
Readers can compare for themselves. In Qingdao, China, just a dozen new cases of COVID-19 triggered the testing of the city’s entire population – that’s nine million tests in just five days.
Author(s): David R. Kotok | Thu October 22, 2020
There are several policy areas where the differences between Biden and Trump are huge. Climate change policy is one of them, and we have discussed that in the past. Another is taxes.