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 May 27, 2020
At the following link readers may download a PDF file of the May 15th Joint Committee on Taxation analysis of federal receipts attributable to the latest stimulus bill passed by the House: https://www.jct.gov/publications.html?func=startdown&id=5260.
Author(s): David R. Kotok | Mon May 25, 2020
“Originally, Memorial Day was known as Decoration Day, meant to honor the Union and the Confederate soldiers who died during the American Civil War. By the 1900s it had become a day to celebrate all American soldiers who died while serving in the military. It wasn't until 1967 that it was…
Author(s): Cumberland Advisors | Sun May 24, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): Robert Eisenbeis, Ph.D. & David R. Kotok | Sat May 23, 2020
At Cumberland, we continuously have internal strategy discussions. We decided to make one such discussion, on the subject of inflation and US capacity utilization, available in the form of a commentary to clients, consultants, and all readers. Below you’ll find a summation of our discussion,…
Author(s): David R. Kotok | Fri May 22, 2020
It’s no wonder that citizens, voters and disaffected non-voters, investors and market agents, as well as others who observe the United States, have a low opinion of the Congress. Behavior of one reflects on all. Nothing new there.
Author(s): William Witherell, Ph.D. | Thu May 21, 2020
The coronavirus is tearing through Brazil, a country ill-equipped to fight the pandemic. It’s hard-right populist leader, Jair Bolsonaro, has dismissed the virus as a “little flu.” COVID-19 is spreading through the population of 210 million, savaging both the inhabitants of the indigenous…
Author(s): David R. Kotok | Wed May 20, 2020
What seems like ages ago, we wrote about Zika. Multiple commentaries became a pamphlet which was and is available free. Here’s the link: https://www.cumber.com/zika/.
Author(s): Robert Eisenbeis, Ph.D. | Tue May 19, 2020
The most recent CPI numbers show a decline of 0.8% for the month of April, triggering questions about both a possible deflation and where prices are likely to go in the future. The fact is that no one knows what inflation will do in the short run, and all we have to go on, as yet, is fragmentary…
Author(s): David R. Kotok | Mon May 18, 2020
My friend Betsy emailed me and said, “You’re having too much fun.” Thank you, Betsy. You are correct, as usual.
Author(s): Cumberland Advisors | Sun May 17, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.