Tag Archives: Hurricanes

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Cumberland Advisors Market Commentary – Managing Hurricane Risk in a Bond Portfolio

Author: John R. Mousseau, CFA & Patricia Healy, CFA, Post Date: August 10, 2020
Market Commentary - Cumberland Advisors - Managing Hurricane Risk in a Bond Portfolio

The Northeast continues to clean up from Hurricane Isaias, which swept up the Atlantic coast to New York and parts of New England on Thursday. Below is a slide from a presentation by our good friend Tom Doe, who heads up Municipal Market Advisors (http://www.mma-research.com). Tom’s firm does in-depth quantitative and qualitative research on the […]

Cumberland Advisors Guest Commentary – Outlook for the 2019 Hurricane Season

Author: Bob Bunting, Post Date: July 2, 2019

Bob Bunting brings his established credentials, including being a Director of the University Corporation for Atmospheric Research and a Lead Forecast for NOAA, to this guest commentary. He also mentions the Climate Adaptation Center (CAC), of which he is the CEO and which I personally support with money and effort. We thought it timely to […]

Is Climate Warming Creating More Dangerous Hurricanes?

Author: Bob Bunting, Post Date: December 21, 2018

Two Hard-Hitting Hurricane Seasons Last year was a September to remember in the US as far as hurricanes go. First, Harvey hit Texas with 130-mph winds and thundering rains totaling up to 60 inches in places, setting all-time US rainfall records. Next, Irma created havoc across the Caribbean and Florida as the strongest Atlantic hurricane […]

California, Land of Natural Disasters?

Author: Patricia Healy, CFA, Post Date: November 13, 2018
Market Commentary - Cumberland Advisors - California, Land of Natural Disasters

Last week we conducted a review of our California municipal bond holdings along the San Andreas Fault looking for holdings that may be more susceptible to credit deterioration in the event of a disaster. At the time, little did we know that wildfires would engulf large swaths of California. First, our hearts and prayers go […]

Responses to Climate Change & Markets

Author: David R. Kotok, Post Date: November 1, 2018
Market Commentary - Cumberland Advisors - Climate Change & Markets Responses

We thank readers for their many comments and criticisms regarding our commentary on climate change and markets. For those who missed the original piece, here is the link: “Climate Change & Markets,” https://www.cumber.com/climate-change-markets/. There were diverse responses ranging from total disagreement to full endorsement. No one offered observations about the market section. Many agreed that […]

Climate Change & Markets

Author: David R. Kotok, Post Date: October 23, 2018
Market Commentary - Cumberland Advisors - Climate Change & Markets

Why did Hurricane Michael intensify so quickly? And why was the Western US so hot and dry this summer? And what about climate change all across the rest of the global landscape and seascape? And what do I do with my portfolio? There are still many climate change deniers. But that cohort shrinks as more […]

Hurricane Michael and Bond Portfolio Management

Author: Patricia Healy, CFA, Post Date: October 17, 2018
Cumberland Advisors Market Commentary

The devastation from Michael in terms of lives and property damage is still being assessed. Our hearts go out to those affected. We have written (https://www.cumber.com/wildfires-abound/) about the general uptick in economic activity in a municipality after a storm or other natural disaster and the resulting maintenance of credit ratings. However, there could be a period […]

Florida Keys Devastation After Hurricane Irma

Author: , Post Date: February 13, 2018

SNN, The Suncoast News Network, accepted Cumberland Advisors’ offer to accompany us to the Florida Keys and document the dire conditions that so many residents and the fishing guide community that we hold dear endured and continue to struggle under. Immediately after Hurricane Irma’s eye passed over the Florida Keys, massive damage to the Lower […]

Key West, Bob Bunting

Author: , Post Date: November 21, 2017
Hurricane Irma - Florida Keys

Bob Bunting, a friend and accomplished professor whose expertise includes hurricanes, joined our small, fact-finding group on a trip to Key West and five other Keys that were hit by Hurricane Irma. Here is his narrative of the trip, which he has agreed to share with our readers. We thank Bob for joining us and […]