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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.
Rand Paul And Janet Yellen By David Kotok - Oct 27, 2013

There are reports that Senator Rand Paul intends to put a “hold” on Janet Yellen’s nomination for Federal Reserve Chair. Senator Paul is involved in an absolute act of lunacy. He...

Interlude : October 22, 2013 By David Kotok - Oct 22, 2013

We have entered an interlude between the last incarnation of the budget, debt, debt-limit, and sequester confrontation and the next incarnation of the budget, debt, debt-limit, and sequester...

The Shutdown Whipsaw By David Kotok - Oct 14, 2013

A whipsaw is a "long, narrowing, tapering ripsaw, usually set in a frame and worked by one or two persons." Webster's Unabridged Dictionary, second edition. What a play on words. "Long," as in, we...

Debt Limit, The Fed and Interest Rates By David Kotok - Oct 03, 2013

“Today’s shutdown is the culmination of over two years of political turmoil in the wake of the Budget Control Act of 2011, which capped federal spending (sequestration) and brought to the...

The Muni Bounce Back By John Mousseau - Oct 02, 2013

After what can only be described as a miserable summer for the municipal bond market, the muni market came back to life in the second part of September. Really cheap blocks of 5%+ yields became harder...

Shutdown Dumbness: Walking Softly? By David Kotok - Oct 01, 2013

Markets, media, and manic investors are consumed by the government shutdown, budget fight, debt limit debate, sequester, and assorted other shenanigans of the dysfunctional Congress and the...

Central Banks And Politics By David Kotok - Sep 23, 2013

We thank many readers for their emails, rebuttals, affirmations, and confirmations regarding our discussion of the Fed’s decision not to taper and our view that it injected another level of...

Is The Fed An Enabler? By David Kotok - Sep 22, 2013

An unintended consequence of not tapering is, we think, that the Fed has become an enabler of more Congressional dysfunction. One of the most distressing elements of the Fed (Federal Reserve)...

Fed Fog, Syrian Smoke -- There is a Breeze! By David Kotok - Sep 18, 2013

The Fed fog seems to be lifting. Syrian smoke may be clearing, too. That calls for a strategy change. The Syria problem has morphed from a military action into a diplomatic initiative. The risk of...

When Will The Fed Begin Tapering? By Bob Eisenbeis - Aug 20, 2013

This question is on all market participants’ minds. Attention is now centered on whether the process will begin, as some FOMC participants have suggested, as early as the September FOMC meeting....

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