Tag Archives: John R. Mousseau

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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 […]

Barron’s – July Jobs Report: Better Than Expected, Better Than Feared

Author: , Post Date: August 7, 2020
Cumberland Advisors William Bill Witherell Ph.D.

July Jobs Report: Better Than Expected, Better Than Feared Excerpt from Barron’s – August 07, 2020 A portion of William Witherell, Ph.D.’s commentary, Why Investors Are Looking at Taiwan, was incorporated into Barron’s collective piece, “July Jobs Report: Better Than Expected, Better Than Feared“. This commentary was issued recently by money managers, research firms, and […]

BondBuyer – Confidence high among muni investors

Author: , Post Date: July 16, 2020
Cumberland Advisors John Mousseau

Excerpt from… Confidence high among muni investors By Chip Barnett & Christine Albano – The Bond Buyer July 16, 2020 In the week ended July 15, muni tax-exempt mutual funds saw $857.321 million of inflows, according to Refinitiv Lipper, marking the 10th straight week investors put cash into the funds. Primary market In the backdrop […]

Cumberland Advisors Market Commentary – John Mousseau’s Oxford Presentation: Bond Markets Through the Virus

Author: David R. Kotok, Post Date:
Market Commentary - Cumberland Advisors - John Mousseau's Oxford Presentation Bond Markets Through the Virus

John Mousseau did a live (online) presentation with Oxford University on Monday June 29th about insights on the bond markets, the macroeconomic landscape, and his take on potential career choices for students interested in finance and investing. His presentation topic was: Bond Markets Through the Virus  Analysis of Treasury, Taxable and Municipal Markets Analysis of Fed […]

Barron’s – The Unemployment Rate Is “Grossly” Understated. Here’s Why

Author: , Post Date: July 1, 2020
Cumberland Advisors John Mousseau

The Unemployment Rate Is “Grossly” Understated. Here’s Why. Excerpt from Barron’s – July 02, 2020 A portion of John Mousseau, CFA’s commentary, The Muni Selloff That Was, was incorporated into Barron’s editorial piece, “The Unemployment Rate Is ‘Grossly’ Understated. Here’s Why.” July 1: The infrastructure bill being considered by Congress contains two pluses for the […]

Cumberland Advisors Market Commentary –  Two Covers; Two Sectors

Author: David R. Kotok, Post Date: June 2, 2020
Market Commentary - Cumberland Advisors - Two Covers Two Sectors

If you looked at the two different covers of The Economist for May 30, 2020, you saw the 100,000-death message on the American version, and you saw the Hong Kong security law depiction on the Asian edition. Internal content was mostly the same, but the lead stories reflected the world as the Economist editors saw it and wanted to […]

BondBuyer – Municipal short-end rally grinds on

Author: , Post Date: May 20, 2020
Cumberland Advisors John Mousseau

Excerpt from… Municipal short-end rally grinds on By Lynne Funk, Christine Albano, Chip Barnett – The Bond Buyer May 19, 2020 The municipal market continued its short-end rally Tuesday with yields falling by as much as seven basis points, amid a well-functioning new-issue market that saw deals re-priced to lower yields. Amid an otherwise quiet […]