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. | 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.
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.