Tag Archives: Argentina


Cumberland Advisors Market Commentary – Cry for Argentina

Author: William Witherell, Ph.D., Post Date: August 19, 2019

Argentina’s primary election on Sunday, August 11, surprised everyone and shocked markets as the current president, Mauricio Macri, was defeated by 15.6 percentage points by the left-wing Peronist candidate, Alberto Fernandez. Macri now appears to have only a very slim chance to win the October 27 presidential election. His tough austerity measures, which were needed […]

Market milestone: This is the longest bull run in history

Author: , Post Date: August 22, 2018

Excerpt from “Market milestone: This is the longest bull run in history” by Matt Egan  ( @MattEganCNN) “While this bull market and economic recovery may very well be old,” LPL Financial strategists wrote to clients, “we see few signs that suggest an end is near.” David Kotok, chairman and chief investment officer of Cumberland Advisors, […]

Piggy Bank

Author: Robert Eisenbeis, Ph.D., Post Date: February 13, 2018
Cumberland Advisors Market Commentary by Robert Eisenbeis, Ph.D.

One of the characteristics of a struggling republic is the inability to separate its central bank’s resources from the fiscal largesse of the federal government. Using central bank resources to avoid addressing funding of the government is a sure path to runaway inflation, economic decline, and periodic financial crisis. Take the example of Argentina, whose […]

In South America: Mendacity versus Perspicacity

Author: David Kotok, Post Date: June 1, 2016
Cumberland Advisors Market Commentary by David Kotok

I write as a follow-up to our South America trip. For a terrific summary of the Argentina-Uruguay experience, we offer the “Weekly Economic Update” from Michael Drury, GIC chairman and chief economist at MacVean. The report is available here: https://www.cumber.com/pdf/EU05-13-2016.pdf. We thank Michael for permission to link to his commentary. Meanwhile, the former president of […]