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Cumberland Advisors Week in Review ( Feb 03, 2020 - Feb 07, 2020)
Feb 08, 2020
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Cumberland Advisors
Weekly Update
Email | About
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The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback is always welcome.
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Cumberland Advisors' Weekly Recap
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This week we talk about:
-Headline News! What do we do to make sense of it or ignore it?
-Relative Strength is something we pay an awful lot of attention to on a weekly, monthly, and quarterly basis
-We examine the Asset Matrix Class for 2008 and where we are currently
-We include charts in the video for you to look at with us
Coming up on Valentine's Day is Cumberland Advisors' annual event, Understanding Global Markets and Finance - Fourth Annual Financial Literacy Day. We partner with the University of South Florida Sarasota-Manatee College of Business and the Global Interdependence Center (GIC) to bring another year of panels, presentations, and discussion to the Sarasota-Manatee area, including a keynote address from Loretta Mester, President and CEO, Federal Reserve Bank of Cleveland and a special presentation by Kent Conrad, former chair of the US Senate Budget Committee. His talk will be "The Danger of Deficits and Debt and What Can be Done About It." We'd be pleased if you could join us.
Information and registration can be found here, https://www.interdependence.org/events/browse/fourth-annual-financial-literacy-day/
Please reach out to me with any questions/comments you may have about this week's video, I always appreciate your calls, comments, and emails.
Watch this week's update in the player above or at this link: https://youtu.be/aE7j5XRNiG0
Have a great weekend and thank you for joining us at Cumberland Advisors.
-Matt McAleer
Matt enjoys your feedback. You can reach him at:
-Link to Matt's Email: Matthew.McAleer@Cumber.com
-Link to Matt's Twitter: https://twitter.com/MattMcAleer4
-Link to Matt's LinkedIn: https://www.linkedin.com/in/matthew-c-mcaleer/
-Call Matt: (800) 257-7013
Other questions or comments? Email us at info@cumber.com or give us a call at (800) 257-7013.
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What did Beijing know, and when did they know it? Did the Chinese negotiators ask for and obtain Article 7.6 (2) when they already knew they might have to invoke it? Did the US agree with the language in the dispute-resolution section without knowing about the degree of coronavirus spread and risk? Was the US a victim of Chinese deception? [ Continued…]
Beginning in late 2019 through the first half of January, stocks in Asia (excluding Japan), led by the Chinese market, rallied, outperforming most other equity markets. However, the region is now challenged by the spread of a new coronavirus originating in China. With an exponential increase in the number of infected cases in China and [ Continued…]
We now know that the first person who contracted a mysterious pneumonia in Wuhan actually fell ill on December 1, almost two weeks earlier than Chinese authorities initially claimed. (See “Did China downplay the coronavirus outbreak early on?” https://www.vox.com/2020/1/27/21082354/coronavirus-outbreak-wuhan-china-early-on-lancet, and “Wuhan seafood market may not be source of novel virus spreading globally,” https://www.sciencemag.org/news/2020/01/wuhan-seafood-market-may-not-be-source-novel-virus-spreading-globally). That information [Continued…]
Our strategic, market-oriented view of the impeachment proceedings sets aside the personal views of those in our company. Among our 45 people we are as diverse in our opinions as you would expect. We have Democrats and Republicans, conservatives and liberals, and we have civil discussions among us, which go on constantly. Personal views are [Continued…]
Because of the impeachment hearings, little if any attention has been or is likely to be paid this week to the first FOMC meeting of 2020, on Tuesday and Wednesday. Chair Powell will give his customary press conference, but attention will likely be focused elsewhere, and for good reason. In our view, the FOMC will [Continued…]
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Cumberland Advisors in the Community...
Friday, January 31, 2020 – Cumberland Advisors sponsored the Sarasota Ballet‘s after party. Pictured here are Barbara McAleer (Matt McAleer’s wife), the principal dancer from the night’s performance, and Patty Healy, Cumberland’s Senior Vice President of Research.
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Upcoming event with Cumberland Advisors...
Cumberland Advisors is pleased to announce that registration is now open for our annual conference, "Understanding Global Markets & Finance". This is our Fourth Annual Financial Literacy Day of advanced concepts and discussions held at the University of South Florida Sarasota-Manatee (USFSM). We plan a deep dive into the Bond Market where we'll examine the categories of debt and the influences on those categories including budget deficits plus larger issues like central bank QE and its impacts on interest rates for this debt. We're also featuring a discussion about Real Time Payments (RTP) to include Bitcoin, Libra, Venmo and other versions of electronic money. Do you trust Big Tech with your wallet?
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Our conference includes Keynote Speeches from Loretta Mester, President of the Federal Reserve Bank of Cleveland and Kent Conrad, former chair of the US Senate Budget Committee and current Committee for a Responsible Federal Budget board member . Loretta Mester's areas of research expertise and interest include the organizational structure and productive efficiency of financial institutions, financial intermediation and regulation, agency problems in credit markets, credit card pricing, central bank governance, and inflation. See her bio & cv here. Kent Conrad's talk will be "The Danger of Deficits and Debt and What Can be Done About It." His bio can be seen here.
If you're interested in learning more about financial markets and the economy (and escaping the snow for our friends in northern climes), please join us on Friday, February 14, 2020 in Sarasota, Florida. Information and registration here: https://www.interdependence.org/events/browse/fourth-annual-financial-literacy-day/
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