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5G, Huawei, Trade War, Shooting War

Author: David R. Kotok, Post Date: May 23, 2019
Market Commentary - Cumberland Advisors - 5G, Huawei, Trade War, Shooting War

From the onset of the Trump trade war we’ve argued that the broad-brush tariffs advocated by Peter Navarro were damaging and that a very targeted approach on security and intellectual property would have been better. Finally, the tariff fight with China is being defined over 5G, which is where critical agreements always needed to be […]

Why the US-China trade war won’t last

Author: , Post Date: May 14, 2019
Cumberland-Advisors-David-Kotok-In-The-News

How Trump’s trade war is unraveling the Trump rally Excerpts below. By Matt Egan, CNN BusinessTuesday, May 14th 2019 The United States and China don’t just coexist. Their massive economies are deeply intertwined in ways that make the intensifying trade war unsustainable. Tariffs are the weapons of choice as both sides attempt to improve their […]

An Update on Markets from Matt McAleer

Author: Matthew McAleer, Post Date: May 13, 2019
Cumberland Advisors - Matt McAleer Week In Review

This week’s short video discusses current market conditions and how we are positioning portfolios. We didn’t produce an update on Friday May 10th so we’re including our thoughts on last week as well as today, Monday May 13, 2019. Global trade dominated today’s headlines as the markets expressed significant weakness, due to a lack of […]

Matt McAleer talks Markets with Oliver Renick on TD Ameritrade 2019-05-13

Author: , Post Date:
Matt McAleer talks Markets with Oliver Renick on TD Ameritrade 2019-05-13

Matt McAleer, Executive Vice President & Director of Equity Strategies for Cumberland Advisors, appears on the TD Ameritrade Network, May 13th, to discuss financial markets with Oliver Renick. View the discussion here: https://tdameritradenetwork.com You can watch Matt’s deliver weekly updated market commentary here on Cumberland Advisors’ YouTube Channel.

This Is a Serious Confrontation Between World’s Biggest Economies, Says Cumberland’s Kotok

Author: , Post Date: May 9, 2019
Bloomberg-This Is a Serious Confrontation Between World’s Biggest Economies, Says Kotok

This Is a Serious Confrontation Between World’s Biggest Economies, Says Cumberland’s Kotok Bloomberg Daybreak Asia May 9th, 2019, 9:10 PM EDT David Kotok, chairman and chief investment officer at Cumberland Advisors, discusses the U.S.-China trade negotiations and their impact on markets. He speaks on “Bloomberg Daybreak: Asia.” (Source: Bloomberg) Watch at on Bloomberg.

Markets freak (a little)

Author: , Post Date: May 8, 2019
David R. Kotok

Excerpt from Politico Morning Money By BEN WHITE (bwhite@politico.com; @morningmoneyben) , AUBREE ELIZA WEAVER (aweaver@politico.com; @AubreeEWeaver) 05/08/2019 08:00 AM EDT Markets freak (a little) — Wall Street finally gave a nod to the possibility that talks with China could fail and President Trump could follow through on his threat of full trade war. But it […]