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 | Mon December 21, 2020
As much as you may know about airborne transmission of COVID-19, something new may be learned from this video. How risky is it, for instance, to stand in line behind someone who is wearing a loosely fitted mask? Find out.
Author(s): Cumberland Advisors | Sun December 20, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): Robert Eisenbeis, Ph.D. | Sat December 19, 2020
Prior to the Fed’s December FOMC meeting there was a general consensus among economists (see the December NABE forecast, for example) that the Committee would not change its federal funds rate target.
Author(s): David R. Kotok | Fri December 18, 2020
The chart below was featured in a Bloomberg column by John Authors, published on December 16 (“Fed's Last Christmas Before Biden Is All About WAM,” https://www.bloomberg.com/opinion/articles/2020-12-16/fed-s-last-christmas-before-biden-is-all-about-wam).
Author(s): David R. Kotok | Wed December 16, 2020
Steve K. got us thinking about drones when he sent an email with three videos, one riveting, one marvelous, and one “downright scary,” all of them about drones. We decided to explore further. We note that we are overweight aerospace and defense in our US ETF portfolios. As you will see, drones…
Author(s): David R. Kotok | Mon December 14, 2020
We want to paraphrase and update an ancient parable which originated for us along the banks of the Jordan River, as it flows from the Sea of Galilee to the Dead Sea. The Jordan defines the border between modern-day Israel, Jordan, and Palestinian Authority territory. (For the original…
Author(s): Cumberland Advisors | Sun December 13, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Sat December 12, 2020
Sarasota-based, Cumberland champions mask wearing and other COVID-prevention measures. We also champion business. We believe that Florida’s economics are better served with basic prevention measures in place. We would not lock down everything. We would require basic civic responsibilities…
Author(s): David R. Kotok | Wed December 9, 2020
Several folks have asked us about the status of the GSEs under the Biden regime. Some may be invested in some of the troubled securities issued by GSEs. Some argue that the US Treasury Secretary can rectify the problem without the help of Congress. We do not agree. We do not…
Author(s): Robert Eisenbeis, Ph.D. | Tue December 8, 2020
On Friday we got the last look at how the economy is performing, jobs-wise, before the end of the year. On the positive side, the economy did create 245,000 jobs in November, and the unemployment rate edged down to 6.7 percent.