Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

Market Commentary

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.

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  • Taxing Wealth Series
     Author(s): Cumberland Advisors | Mon October 28, 2019



    Cumberland Advisors has produced a number of market commentaries around the core theme of income, wealth inequality, and wealth taxation. In them you'll find related data and implications of wealth tax proposals and their probable effect on markets, individuals, entrepreneurs, and businesses.…


  • Cumberland Advisors Week in Review (Oct 21, 2019 - Oct 25, 2019)
     Author(s): Cumberland Advisors | Sun October 27, 2019



    The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.


  • The Kiplinger Tax Map: Guide to State Income Taxes, State Sales Taxes, Gas Taxes, Sin Taxes
     Author(s): David R. Kotok | Sat October 26, 2019



    We’re again returning to the complex subject of wealth taxation. Why? A number of readers have asked us for further details about it.


  • Q3 2019 Municipal Credit: Bond Market Dynamics, Natural Disasters, Green Bonds, State Rating Changes, & an Update on Single Ratings
     Author(s): Patricia Healy, CFA | Fri October 25, 2019



    Municipal bond credit quality remains relatively strong, as indications are still that upgrades are outpacing downgrades. S&P and Moody’s have both recently issued comments that corporate credit quality is weakening.


  • Brexit Uncertainty for Investors Persists
     Author(s): William Witherell, Ph.D. | Tue October 22, 2019



    The exceptional Saturday session of the United Kingdom’s Parliament, the first in 37 years, was expected to produce a decisive yes or no vote on the new Brexit deal Prime Minister Boris Johnson had negotiated with the European Union (EU).


  • Turkey & Trump
     Author(s): David R. Kotok | Sun October 20, 2019



    Here is an updated report from Al Jazeera on the Turkey ceasefire and related developments. While it reflects network leanings, they are much different from the CNN-Fox distortions, and more facts may often be gleaned.


  • Cumberland Advisors Week in Review (Oct 14, 2019 - Oct 18, 2019)
     Author(s): Cumberland Advisors | Sun October 20, 2019



    The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team.


  • Tiburon's Open Letter to the Industry
     Author(s): David R. Kotok | Thu October 17, 2019



    On Tuesday, Oct.


  • Taxing Wealth Instead of Income, Part 2
     Author(s): Robert Eisenbeis, Ph.D. | Wed October 16, 2019



    As a follow-up to David Kotok’s piece last week on taxing wealth (https://www.cumber.com/cumberland-advisors-market-commentary-wealth-tax/), it may be useful to remind readers what the potential incentive effects might be when it comes to the implications of wealth tax proposals to tax wealth…


  • Warren?
     Author(s): David R. Kotok | Tue October 15, 2019



    Elizabeth Warren (@ewarren)

    “On my first day as president, I will sign an executive order that puts a total moratorium on all new fossil fuel leases for drilling offshore and on public lands. And I will ban fracking—everywhere.” (Twitter, 4:26 PM, Sep 6, 2019)


 

 

"The mind is not a vessel to be filled but a fire to be kindled."

Plutarch