Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm managing approximately $4 billion in assets.
Vaccines and Variants – Part 1 “Can the same vaccines protect against new COVID strains?” That is now the question of the hour, day, week, and month. We are seeing a remarkable triumph of science and medicine. In a very short time vaccines are in mass production, and they are highly effective. They are not perfect, as […]
Jim Reid, Managing Director and Head of Global Fundamental Credit Strategy at Deutsche Bank, in London, gave us permission to share this marvelous historical chart: It may give folks pause as they contemplate their forecasts of rapidly changing (rising) inflation rates because the federal deficit is higher than they’re accustomed to. One might actually want […]
On January 8th, Dr. Ed Rooksby, political theorist and lecturer at the University of York, wrote a blog post about his struggle with long COVID, detailing the stark contrasts between his life before COVID and after. He made this critical point: “This isn’t ‘just’ elderly people or those with ‘pre-existing health conditions’, but includes relatively […]
Israel: The World’s COVID-19 Vaccination Case Study Imagine a country of 9.3 million with a well-designed vaccine program that has administered 70+ doses of the Pfizer vaccine per every 100 members of its population thus far. Israel’s policy has been to pay a premium for supply and to actively and effectively manage distribution. They recognized the […]
A Feb.16 Bloomberg article delved into the somewhat surprising connection between a warming Arctic and the subzero temperatures and widespread blackouts in Texas: “How the Warming Arctic Helped Drive a Deep Freeze Into Texas,” https://www.bloomberg.com/news/articles/2021-02-16/how-the-warming-arctic-helped-drive-a-deep-freeze-into-texas. We recently featured a guest commentary by Bob Bunting, CEO of the Climate Adaptation Center (CAC), regarding the polar vortex. […]
The link below will take the reader to a detailed four-minute essay (with good graphics) on the market value to GDP ratio, otherwise known as the “Warren Buffett indicator.” For a discussion about which market valuation to use, and for insights on whether GDP or GNP is the appropriate reference, we recommend reading the piece […]
America’s January 6th nightmare was replayed for all to see again; previously unknown security video has been added. The Constitutionally prescribed Senate process and the outcome are determined by our system. And now the national policy debate of who we are and how we do these things is again joined. Tune in CNN, Fox, MSNBC, Newsmax […]
My friend Chris Whalen opened his Feb. 9 missive with profound words: “Don’t Fight the Fed – Yet” (https://www.theinstitutionalriskanalyst.com/post/don-t-fight-the-fed-yet). Here’s why we fully concur. Bullets follow. 1. The Federal Reserve’s policy is clear: above 2% inflation on a sustained averaging trajectory, as measured by year-over-year PCE. We are at least two years away from that […]
So now we’ve seen an asset-market reaction to the social media trolling regarding silver. Like GameStop, silver became the flavor of the week. At Cumberland, we don’t own silver. There is one strategy that may own it from time to time, and it doesn’t hold it now. We can also own the miners in ETF […]
Remembering Captain Sir Tom Moore A cancer survivor recovering from a broken hip, Tom Moore looked for a way to say thanks to his National Health Service (NHS) caregivers in England. In the midst of a pandemic, he pondered the enormity of the need and considered what a 99 year old could do to help. […]
