Tag Archives: Municipal Bonds

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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 – Largest municipal bond deals coming from Texas, Colo. and Calif.

Author: , Post Date: July 24, 2020
Cumberland-Advisors-Shaun-Burgess-In-The-News

Excerpt from… The Bond Buyer “Largest municipal bond deals coming from Texas, Colo. and Calif. “ By Chip Barnett, Christine Albano, July 24, 2020 Municipal yields held steady as the market awaits large Texas and California deals. The new-issue calendar features billion dollar deals from the Southwest and West regions of the country. The cities […]

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 […]

Wall Street’s road warriors have spent the past three months grounded. How’s that working out?

Author: , Post Date: June 13, 2020
John Mousseau before the lockdown and during

Excerpt below… Wall Street’s road warriors have spent the past three months grounded. How’s that working out? John Mauldin misses the little thrill of being recognized in an airport, while Barry Ritholtz muses on having staggered shifts in his office. What else did ‘lockdown’ mean to finance’s heavyweights? June 13, 2020 By Andrea Riquier MarketWatch […]

Bloomberg Daybreak Australia: David Kotok Discusses Dislocation in Markets/Economy

Author: , Post Date: May 27, 2020
Bloomberg Daybreak Australia with David R. Kotok (05-27-2020)

Bloomberg Daybreak Australia: David Kotok Discusses Dislocation in Markets/Economy May 27, 2020 – Running time 48:27 – David joins at the 8:20 mark David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses markets, market dislocation, the economy, coronavirus, growth rates, liquidity, the bargain he sees in municipal bonds, and more. Hosted by Haidi […]

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 […]