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 | 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.
Author(s): Robert Eisenbeis, Ph.D. | Wed October 21, 2020
Two key issues in the upcoming election are jobs and the economy. Given their importance, it is appropriate to review exactly where we are on these issues. Both the economy and the job situation have been radically impacted by the COVID-19 pandemic. In the first quarter of 2020, real GDP…
Author(s): David R. Kotok | Tue October 20, 2020
The facts are becoming undeniably clearer. Labor force data confirms them. Anyone who wishes to dispute this claim may offer evidence to the contrary, but we won’t bog down this Sunday morning commentary with charts and links.
Author(s): Bill Witherell, Ph.D. | Tue October 20, 2020
For at least three decades, under both Republican and Democratic administrations, the United States has urged China to open up its financial markets to foreign capital and foreign financial firms. However, as part of a broader strategy to decouple relationships with China, President Donald Trump…
Author(s): Cumberland Advisors | Sun October 18, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.