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Cumberland Advisors Cumberland Advisors

Cumberland Advisors's Opinion & Analysis.
Featured here: a complete archive of all posts and research produced by Cumberland Advisors, including current material.
Venezuela Implodes, Neighbors Suffer By Bill Witherell - Aug 28, 2018

Last week Venezuela devalued its currency, the bolivar, by 95%, cutting five zeros off the exchange rate. This measure was a desperate response to hyperinflation that reached an astonishing rate of...

Japan's Policy Uncertainty Ends By Bill Witherell - Jul 31, 2018

Yesterday the Bank of Japan (BOJ) announced in a report “Strengthening the Framework for Continuous Powerful Monetary Easing” that its extraordinary policies will be maintained for an...

Tariffs And Subsidies By Cumberland Advisors - Jul 26, 2018

In the latest on US trade policy, we are now starting to see the economic consequences of starting a tariff war. Farmers have been complaining that they are being hurt irreparably by the imposition of...

Fed And Rates: What Lies Ahead By David Kotok - Jul 04, 2018

My colleague Bob Eisenbeis recently described the improved communications from the Fed and offered his current thoughts on Fed policy. His post-Fed-meeting notes are here:...

Tax Free Munis Continue To Perform By John Mousseau - Jun 27, 2018

The tax-free bond market has continued to benefit from the drop in supply so far in 2018. To recap, the end of 2017 saw a bulge in supply as issuers tried to beat the tax-cut bill that Congress was...

The Classic DuPont Model By David Kotok - Feb 21, 2018

In their February 15 DataTrek newsletter, Jessica Rabe and Nick Colas refer to the classic DuPont (NYSE:DWDP) model in discussing how to deal with equity valuations. They admit that “Permanent...

Bond Market Hiccup By John Mousseau - Feb 06, 2018

The bond markets have experienced a hiccup in the first part of this year, with the 10-year bond rising 45 basis points in yield, to 2.85% from 2.40%, and the 30-year bond rising 37 basis points in...

Market Violence And Interest Rates By David Kotok - Feb 05, 2018 3

Fierce forces at work on interest rates…or are we just seeing a mild adjustment? There is no way to know. We are referring to US Treasury interest rates on bills, notes and bonds. Some bullets...

The Muni Take On The Tax Bill (Round Two) By John Mousseau - Dec 18, 2017

The most recent tax-reform agreement between the US House of Representatives and US Senate is less hurtful to municipal bonds than initially expected. Here are some points. Private Activity Bonds...

Q4 In Review: This Bull's Not Done By David Kotok - Dec 14, 2017

The last quarter of 2017 revealed continued bullish momentum in the US stock market and ongoing increases in earnings of US public companies. Through the middle of December, the market made...

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