Tag Archives: Unemployment


Cumberland Advisors Market Commentary – Comments on April Job Losses

Author: David R. Kotok, Post Date: May 11, 2020
Cumberland Advisors Market Commentary - APRIL JOB LOSSES - TLRwire

Dear readers, Here’s a meaty analysis of the Friday employment report.  Please note the link will take you to a $27 a month trial.  After you read this report, you may find it worthwhile. Please note: I’m a paying subscriber. Enjoy. -David COMMENTS ON APRIL JOB LOSSES TLR Analytics An appalling employment report, reflecting massive […]

Federal Reserve Independence – Under Attack Again?

Author: Robert Eisenbeis, Ph.D., Post Date: October 18, 2018
Federal Reserve - Independence

The last few days, President Trump has made inflammatory and in some instances misguided remarks as to the nature of current Fed policy, its impact on the stock market and potentially on the economy. Examples follow: “It is a correction (the decline in the stock market) that I feel is caused by the Federal Reserve.” […]

Fed, Fishing, Labor Data

Author: David R. Kotok, Post Date: May 8, 2018
Cumberland Advisors Market Commentary by David Kotok

We thank readers for comments on our Sunday morning piece about the Fed and the risk of policy mistakes. For those who missed it, the link is here: https://www.cumber.com/fed-employment-mistake-or-correct-munis/. For those who missed my colleague Bob Eisenbeis’s piece on Fed policy, here’s the link: https://www.cumber.com/may-fomc-decision/. Bob raised a technical question internally, which we will share […]

Fed, Employment, Mistake or Correct? Munis?

Author: David R. Kotok, Post Date: May 6, 2018
Cumberland Advisors Market Commentary by David Kotok

Albert Einstein was, it turns out, apparently not the person who defined insanity as “doing the same thing over and over again and expecting a different result” (see https://quoteinvestigator.com/2017/03/23/same/); but it’s a good definition just the same. The definition certainly applies in economics and financial markets when we apply regression analysis to data on the assumption […]