Tag Archives: Markets

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Talking Stock Market with Matt McAleer

Author: David R. Kotok, Post Date: October 26, 2018
Cumberland-Advisors-Matt-McAleer-Market-Position-Broadly

Talking stock markets this morning with Matt McAleer in our shop. Bullets: 1 These kinds of negative weekly momentum extremes have been profitable entry points in the past. 2. “The Trump bump has become the Trump dump” according to one editorial. Trump rhetoric is being dismissed by market agents as pure politics. 3. When election […]

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 […]

Markets & Cognitive Epistemology

Author: David R. Kotok, Post Date: October 19, 2018
Market Commentary - Cumberland Advisors - Markets & Cognitive Epistemology

We want to open a discussion about cognitive epistemology, invoking behavioral economics and translating our conclusions into a market strategy at the end. Epistemology is the study of how we know what we know – or really, what we think we know. Here is a precise definition: “the theory of knowledge, especially with regard to […]