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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.
Midsummer Muni Musings By John Mousseau - Jul 31, 2017

As the summer doldrums roll on, we thought it was a good time to recap where the muni market has come since the Trump sell-off of last fall. A number of factors have helped the overall muni...

Are Cryptocurrencies Actually Money? By David Kotok - Jul 26, 2017

Bitcoin, ethereum, monero, litecoin, Stratis, and many other strange names now collectively make up an asset class of about $100 billion. Bitcoin is about half of the total. Wild price gyrations have...

Taxes, Politics And Mr. Bannon By David Kotok - Jul 18, 2017

"Since the Great Recession, which is now 8 years old, we've been growing at 1.5 to 2 percent in spite of stupidity and political gridlock, because the American business sector is powerful and strong....

Still Bullish Japan By Bill Witherell - Jul 14, 2017

Over the past 12 months and as of July 6, the Japanese equity market outperformed. The TOPIX index increased 31.1% and the Nikkei 225 30.5%. These figures compare with increases of 14.8% for the...

Puerto Rico Insured By Cumberland Advisors - Jul 06, 2017

We closely follow the bond insurers because they remain an important part of the municipal market, and they are integral to our Insured Puerto Rico Strategy. Cumberland exited all uninsured Puerto...

US Municipal Debt Report Card for 2017 By Cumberland Advisors - Jul 02, 2017

As budget season comes to a close, there were 14 states joining Illinois that still had not finalized their budgets by the time of this writing. Illinois, which has received numerous downgrades...

MLP: Second Quarter 2017 Review By Cumberland Advisors - Jun 21, 2017

MLPs have had a disappointing quarter and year thus far. As of June 16, 2017, the Alerian Total Return Index is 9.2% lower for the quarter and 5.62% for the year. We believe the yield on the Alerian...

Joseph And The U.S. Stock Market By David Kotok - Jun 13, 2017

Joseph (as in Abraham, Isaac, and Jacob) was the first (maybe) successful economist mentioned in the Bible. Why do we say that? Answer: he was data driven. Think of it this way. He interpreted...

Obstruction Of Justice And Markets By David Kotok - May 19, 2017

The words are powerful as is the concept. “Obstruction of justice” is a term in law. Here is a reference by the Cornell Law School. Here are the operative sentences that are now altering...

The Good News: Eurozone Momentum By Bill Witherell - May 17, 2017

The pace of global economic growth is picking up after several years of weak performance. First-quarter results indicated a widespread advance at a modest pace and leading indicators for the first...

Fed Balance Sheet, Bonds, Fishing By David Kotok - May 12, 2017

We’ve had seven client/consultant/prospect speeches and meetings in the last week. The hottest topic has been the Federal Reserve’s balance sheet and what changes in it will mean for...

Trump's Tax Plan And Munis By John Mousseau - Apr 27, 2017

The Trump administration unveiled their tax plan yesterday, with details to follow. It will take a while to work the plan through Congress but this is our quick take on how the plan affects municipal...

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