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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.
What To Expect Post Yellen By Bob Eisenbeis - Nov 24, 2017 1

To no one’s surprise, Chair Yellen has announced her intention to resign effective upon the swearing in of her successor, Jerome Powell. Since Governor Powell’s confirmation hearing is set...

Are We In A Tech-Sector Bubble? By David Kotok - Nov 20, 2017 4

Seventeen and a half years ago we asked: 'Will the NASDAQ sell-off become a crash?' In preparing that piece in 1999–2000, we evaluated the stock market at the time and made a theoretical...

Chairman Powell By Cumberland Advisors - Nov 06, 2017

President Trump announced on Thursday the elevation of Governor Jerome Powell to succeed Chair Janet Yellen when her four-year term as chair of the Board of Governors expires. For those who may not...

Bitcoin, Gold And Money By David Kotok - Oct 26, 2017

We start with a quote by Donald Trump, courtesy of CNN, May 16, 2016: This is the United States government. First of all, you never have to default because you print the money, I hate to tell you,...

Markets, Metaphors And Labor Data By David Kotok - Oct 18, 2017

We thank readers for their gracious comments on our markets and metaphors missive, examining historical periods that “rhyme” in one way or another with the circumstances we find ourselves...

Thoughts On Tulip Fever By David Kotok - Oct 15, 2017

Three levels are apparent in the wonderfully crafted movie Tulip Fever, in which the impeccably cast Judi Dench is both abbess (mother superior) and tulip-speculating vault keeper. The film is a...

Takeaways From NABE By Cumberland Advisors - Oct 01, 2017

The 59th annual meeting of the National Association of Business Economics took place earlier last week in Cleveland with a stellar lineup of presentations on the state of the US and world economies....

Q3 Munis: All About The Storms By John Mousseau - Sep 29, 2017

The real story of the muni-bond market in the third quarter of 2017 was the impact of the three large, named storms: Harvey, Irma and Maria. Harvey hit Texas on August 24 as a Category 4 hurricane. It...

Q3: U.S. Treasuries In Review By Cumberland Advisors - Sep 28, 2017

The third quarter of 2017 saw a strong equity market, while yields in the fixed-income market experienced continued volatility. The big picture for the Treasury market during the third quarter was...

September’s FOMC Decision By Bob Eisenbeis - Sep 27, 2017

As we at Cumberland Advisors expected, the FOMC left its policy rate unchanged for the moment and announced that it would begin the process of normalization of its balance sheet in October. They have...

Q3 Review And What's Ahead By David Kotok - Sep 18, 2017

What a crazy quarter we are closing. Washington chaos and antics, North Korean threats and missiles, hurricanes, uncertain Fed policy, no advancement of legislation or tax reform or healthcare reform...

War Risk: Time To Buy The Dip? By David Kotok - Aug 14, 2017 2

Geopolitical tensions reared up last week and eclipsed key fundamental data points. The escalating war of words between the US and North Korea resulted in a textbook flight to safety into bonds, and...

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