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): William Witherell, Ph.D. | Sat May 16, 2020
Not having learned the costly lessons of a US-China trade war, the US government has now taken action that risks triggering an investment war with China that could have serious negative effects on the economies of both countries at a time when each will be seeking to recover from the heavy…
Author(s): David R. Kotok | Thu May 14, 2020
My friend Dennis Gartman had a guest commentary in the wonderful and comprehensive monthly research publication offered by Gary Shilling (www.agaryshilling.com) and thoughtfully assembled and edited by Fred Rossi. I thank both Gary and Fred for permission to quote their work.
Author(s): David R. Kotok | Tue May 12, 2020
Dear readers,
Here’s a meaty analysis of the Friday employment report. Please note the link will take you to a $27 a month trial. After you read this report, you may find it worthwhile. Please note: I’m a paying subscriber. Enjoy.
-David
Author(s): David R. Kotok | Mon May 11, 2020
This Sunday morning we wish to thank readers for their many emails over the last few months. We particularly welcome the historical references and comments about our WW2 analogy for WWC, the world’s battle against COVID-19. Here are some to consider. Then we have a YouTube video for you at the…
Author(s): Cumberland Advisors | Sun May 10, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Fri May 8, 2020
A reader of our “Information Is Beautiful (And Useful)” missive replied promptly with another Florida COVID-19 cover-up story. Here’s what we’ve learned so far.
Author(s): David R. Kotok | Thu May 7, 2020
Hat tip to Barry Ritholtz for including in his daily reading list a link to a compelling and enlightening set of coronavirus infographics from Information Is Beautiful. Here is that link: https://informationisbeautiful.net/visualizations/covid-19-coronavirus-infographic-datapack/.
Author(s): Leo Chen, Ph.D. | Wed May 6, 2020
The term black swan refers to rare events that are unpredictable in nature. These events are mathematically difficult to compute and statistically insignificant. Black Monday on October 19, 1987, is a typical example. One may consider the COVID-19 pandemic a black swan as well.
CBOE…
Author(s): David R. Kotok | Tue May 5, 2020
Dear Readers,
We would like to open our Sunday morning missive with this two minute message introduced by a prominent COVID19 survivor.
We thank Christian Calgie for bringing this video to our attention:
Geoffrey Cox reading Jerusalem…
Author(s): Cumberland Advisors | Sun May 3, 2020
Thank you for joining Cumberland Advisors for this end-of-week update on market conditions, bonds & equities with Matt McAleer and John Mousseau.