Tag Archives: Coronavirus

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Cumberland Advisors Market Commentary –  WW2 versus WWC: The Doolittle Moment

Author: David R. Kotok, Post Date: April 7, 2020
WW2 versus WWC - The Doolittle Moment 1280x720

We’re going to look at World War 2 (WW2) versus the World War COVID-19 (WWC) events now unfolding and see what we can glean about markets, economies, interest rates, inflation rates, and the overall outlook. Let’s start with the stock market.  We expect this will be a multi-part series. Below is a chart that shows […]

HeraldTribune.com – A proposal for the Coronavirus Anticipation Note (CAN)

Author: David R. Kotok, Post Date: April 6, 2020
Cumberland-Advisors-David-Kotok-In-The-News

The Sarasota Herald Tribune featured this commentary in their business section. A proposal for the Coronavirus Anticipation Note (CAN) By David Kotok & John Mousseau Posted Apr 6, 2020 John Mousseau and I have combined our professional experience with our views of the municipal finance market. With the help of our Cumberland staff, we want […]

Cumberland Advisors Week in Review (Mar 30, 2020 – Apr 03, 2020)

Author: Cumberland Advisors, Post Date: April 4, 2020
Cumberland-Advisors-Matt-McAleer-Weekly-Update

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 – The War in Europe

Author: William Witherell, Ph.D., Post Date: April 3, 2020
The War in Europe

During the first quarter of 2020, Europe once again found itself to be in the center of a global war, this time against an invisible, very deadly enemy, the virus SARS-CoV-2, which causes COVID-19. At the end of the quarter, on March 31, the 19 countries of the Eurozone had 359,296 confirmed cases of the […]

Cumberland Advisors Market Commentary – China’s Healthcare & Economy in the Aftermath of COVID-19

Author: David R. Kotok, Post Date: April 2, 2020
China’s Healthcare & Economy in the Aftermath of COVID-19

Dear Readers, While the United States and much of the world outside of Asia is still trying to “flatten the curve” in response to the coronavirus pandemic, China is posturing itself for a quick comeback. Can we believe their numbers and agree that their virus-response methodology was effective? USA Today along with Andy Mok, a […]

Cumberland Advisors Market Commentary – A Proposal for the Coronavirus Anticipation Note (CAN)

Author: David R. Kotok & John R. Mousseau, Post Date: April 1, 2020
A Proposal for the Corona Anticipation Note (CAN)

John Mousseau and I have combined our professional experience with our views of the municipal finance market. With the help of our Cumberland staff, we want to offer a format for immediate assistance designed to address urgent state and local government financing problems. This proposal is only a framework. There are many skilled professionals who […]

Cumberland Advisors Market Commentary – One Less Worry?

Author: Robert Eisenbeis, Ph.D., Post Date: March 31, 2020
Cumberland Advisors Market Commentary - One Less Worry (Eisenbeis)

It is tempting to focus on the here and now, especially when we are worrying about the economic fallout from the coronavirus pandemic and its impact on the nation. We are withdrawing from social contact and are concerned about all sources of risks. We have seen reports of people sanitizing cash as one way of […]

Cumberland Advisors Guest Commentary – Maybe the World is not Ending!

Author: Michael Drury, Post Date: March 30, 2020
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Dear Readers: Mike Drury is past chair of the Global Interdependence Center, a skilled economist and a personal friend. He is not in the “world is coming to the end” camp. He has given me permission to run his entire weekend piece. Enjoy! -David Kotok Will second quarter NOMINAL GDP be positive? (Yes, that is […]

Cumberland Advisors Market Commentary –  The Ringling Bridge

Author: David R. Kotok, Post Date: March 29, 2020

Dear Readers, In Sarasota, when twilight comes to Sarasota Bay, the lighting under the Ringling Bridge is usually rotating and alternating colors. The light used to be too bright, and the glare invaded the night sky. But now, and after enough complaints from locals, the powers that decide these things adopted a less glaring and […]

Cumberland Advisors Week in Review (Mar 23, 2020 – Mar 27, 2020)

Author: Cumberland Advisors, Post Date: March 28, 2020
Cumberland-Advisors-Market-Update

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 […]