Tag Archives: China

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Cumberland Advisors Week in Review (Mar 09, 2020 – Mar 13, 2020)

Author: Cumberland Advisors, Post Date: March 14, 2020
Cumberland-Advisors-Week-In-Review-Update-Mar-13-2020-Matt

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]

Cumberland Advisors Week in Review (Mar 02, 2020 – Mar 06, 2020)

Author: Cumberland Advisors, Post Date: March 8, 2020
Cumberland-Advisors-Week-in-Review-Mar-06-2020-Video-Thumbnail

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]

Cumberland Advisors Market Commentary – Coronavirus Infects Bond Yields

Author: Tom Patterson & John R. Mousseau, CFA, Post Date: March 5, 2020
Cumberland Advisors - Coronavirus Infects Bond Yields

The turmoil and volatility in the equity markets is also greatly affecting bond markets, with both taxable and tax-free yields shifting down sharply.   You can see the dramatic drop in yields this year, particularly in US Treasury yields, with the very large drop in the past month as the coronavirus outbreak has moved almost […]

Cumberland Advisors Market Commentary – Headwinds Confront UK Economy and Stocks

Author: William Witherell, Ph.D., Post Date: March 4, 2020
Market Commentary - Cumberland Advisors - Headwinds Confront UK Economy and Stocks

UK economic indicators for January looked encouraging. The HIS Markit Composite Purchase Managers Index (PMI), combining measures of manufacturing and service sector activity for the month, rose from 49.3 in December to 53.3, the strongest in 16 months, with a robust increase in new orders. Also, several indicators of business optimism registered sharp increases. Uncertainty […]

Cumberland Advisors Market Commentary – Market’s Virus Swoon, ACE2 & Nankai University?

Author: David R. Kotok, Post Date: March 3, 2020
Market Commentary - Cumberland Advisors - Corona Virus & Markets

We invite thoughts from readers about this somewhat technical commentary. But first, please consider what it means when the narrative is controlled by and censored by politicians whether in China, in United States or elsewhere. For many history students, me included, censorship in America is a really distressing thought when it comes to public health […]

Cumberland Advisors Week in Review (Feb 24, 2020 – Feb 28, 2020)

Author: Cumberland Advisors, Post Date: February 29, 2020
Cumberland-Advisors-Week-in-Review-Feb-28-2020-Video-Thumbnail

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]

Amid Steep Declines in Stocks, Investors Seek Winners in Health Care

Author: , Post Date:
Cumberland-Advisors-David-Kotok-In-The-News

Amid Steep Declines in Stocks, Investors Seek Winners in Health Care Despite an 12% decline in the S&P 500 health-care sector this week, some shares are rallying By Sebastian Pellejero – Feb 28, 2020 Excerpt below… Shares of many health-care companies have posted steep declines during this week’s market rout. That has some investors looking […]

As stock markets tumble because of coronavirus, this time feels different

Author: , Post Date: February 28, 2020
Market Commentary - Cumberland Advisors - Central banks don’t make vaccines

As stock markets tumble because of coronavirus, this time feels different Traditional methods for arresting an investor panic might be no match for fallout from global pandemic By David J. Lynch Feb 28 Excerpt below… The coronavirus panic that sent stock markets tumbling this week has triggered calls for the federal government to intervene, relying […]

Cumberland Advisors Guest Commentary – Guest Words from Jay Simkin about China Virus

Author: Jay Simkin & David R. Kotok, Post Date:
Market Commentary - Cumberland Advisors - Guest Words from Jay Simkin about China Virus

Jay Simkin is a skilled global observer who consults privately on global risks. We have exchanged information for many years. Sometimes we don’t agree, but we always maintain a candid exchange and respect for each other’s work. Jay emailed me his own view on the coronavirus and China, and I asked permission to share his […]