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 July 10, 2020
With honor and gratitude, we wish to introduce Paul Schulte, the founder of Singapore-based Schulte Research. He has three decades in applied financial research and has worked for all three branches of the US government, including the NSC at the White House. He teaches worldwide, has written…
Author(s): David R. Kotok | Wed July 8, 2020
Forty-three percent of US COVID-19 deaths are linked to nursing homes. State figures range from a high of 80% in New Hampshire and 77% in Minnesota down to 27% in Nevada and 34% in Nebraska and Tennessee. See both “43% of U.S. Coronavirus Deaths Are Linked to Nursing Homes,” New York Times, June…
Author(s): Robert Eisenbeis, Ph.D. | Tue July 7, 2020
On June 15, the Federal Reserve published revised terms and conditions for what it calls its Secondary Market Corporate Credit Facility, which is a special-purpose vehicle (SPV) created to purchase in the secondary market corporate debt that meets certain eligibility requirements. See https://…
Author(s): Cumberland Advisors | Sun July 5, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.
Author(s): David R. Kotok | Sun July 5, 2020
We celebrate America’s birthdate on July 4. For the great document declaring our independence to become a new kind of nation, we say “thank you” to Thomas Jefferson, author, and Benjamin Franklin, editorial consultant.
Author(s): David R. Kotok | Fri July 3, 2020
In January 1944, General Eisenhower’s headquarters sent a top secret message to the US military’s weather planning service. It said something like, “We need your long-range weather forecast for June 1–10, 1944, for the coastal regions of Normandy.” The weather service replied with something like…
Author(s): John R. Mousseau, CFA | Thu July 2, 2020
As we come to the end of the second quarter of 2020, the pandemic is still with us, with cases are rising in the South and the West in a resurgence of the virus, amid further issues involving social unrest. Today we take a look at the tax-free municipal bond market.
Author(s): David R. Kotok | Wed July 1, 2020
David R. Kotok Chairman of the Board & Chief Investment Officer Email | Bio
Author(s): David R. Kotok | Tue June 30, 2020
David R. Kotok Chairman and Chief Investment Officer Email | Bio
“That is the biggest one I’ve ever seen,” said Ray Sockabasin. I agreed. We had finally gotten the large fish into the net and were holding him next to the canoe but keeping him in the water. “I wonder what it weighs?”
Author(s): Cumberland Advisors | Mon June 29, 2020
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.