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A Camp Kotok Debrief Plus Sector Rotation Ramifications

Author: , Post Date: August 15, 2018
Cumberland-Advisors-Matt-McAleer-In-The-News

McAleer discussed the continued headaches being caused by international markets—the U.S. markets remain very robust and resilient. In McAleer’s view, the 30 markets around the world are not trading well as he watches them making lower lows. McAleer’s current worry is how long the U.S. market can remain the standout while it is near highs and these other markets are trading down.

Camp Kotok 2018 – The Maine Surprise Was Time

Author: , Post Date: August 11, 2018

This year, I quickly sensed a more upbeat mood. Not that many that were wildly bullish, but most were positive or at least neutral. There weren’t nearly as many bears as I expected. “Cautious optimism” seemed to be the theme. That led me to refine my own views with a wide variety of participants. Today, I’ll do the same for you.

Camp Kotok 2018 – Riding Shotgun With a Bear Behind the Wheel

Author: , Post Date: August 8, 2018

Riding Shotgun With a Bear Behind the Wheel By Crystal Kim Aug. 7, 2018 Bear country beckoned. Economists, portfolio managers, pundits, and Barron’s flocked to Leen’s Lodge in the backwoods of Maine for the annual fishing trip hosted by Cumberland Advisors’ David Kotok lovingly dubbed “Camp Kotok.” The five-day confab promised discussions about the state […]

Richard Yamarone

Author: David R. Kotok, Post Date: November 30, 2017

By now many know that Richard Yamarone passed away on November 28th, 2017 at age 55. There are many of us who enjoyed his company in Montana and in Maine as part of annual gatherings of fishing, discussions, and camaraderie. We mourn his loss. I can picture in my mind when he picked up the […]

What is Camp Kotok???

Author: Sharon Prizant, Post Date: August 23, 2017
Camp Kotok Maine 2017 - David Kotok, Susan Collins and Sharon Prizant

What is Camp Kotok??? This is not a routine Cumberland Advisors Commentary!  Rather than offering commentary on issues and events of importance to the investment and advisory community, this Commentary reports on a very unique and special event for the investment and advisory community known as “Camp Kotok”, held annually at Leen’s Lodge in Grand […]

Camp Kotok 2017 by Brent Donnelly

Author: , Post Date: August 21, 2017

Camp Kotok is a gathering of economists, current and ex-Fed staff, traders and journalists in the bucolic backwoods of Maine. 2017’s gathering also included a visit from Susan Collins, one of three Republican senators voting “No” to the hastily-crafted skinny repeal health care bill. Most time was spent talking about the economy, markets and the financial industry. Topics and themes I found interesting are here.

Shadow Fed is Glum on Stock Market

Author: , Post Date: August 15, 2017

Asjylyn Loder, reporter for the Wall Street Journal, writes about Camp Kotok in the following article. The economic predictions from the annual gathering known as Camp Kotok resemble two smart people trying to steer a canoe: lots of zigging and zagging to get back to the same place. Every year, David Kotok, chief executive of […]

What I Learned at (Economics) Summer Camp

Author: , Post Date:

John Mauldin of Mauldin Economics shares some musings about his time and participation at Camp Kotok. His full account at the URL below. Camp Kotok is an invitation-only gathering of economists, market analysts, fund managers, and a few journalists. It takes place at the historic Leen’s Lodge in Grand Lake Stream, Maine. We fish, talk, […]

Reviewing Camp Kotok Discussions

Author: , Post Date: August 14, 2017

This year, one of Camp Kotok’s events was a panel discussion on monetary policy moderated by Martin Barnes, chief economist at BCA Research. Participants on the panel included two Fed “insiders”—Danielle DiMartino Booth, former advisor to Dallas Fed President Richard Fisher, and Bob Eisenbeis, former research director at the Atlanta Fed—and two Fed observers—Jim Bianco of Bianco Research (who does great macro research with a fixed income bent) and Megan Greene, chief economist at Manulife.

Here’s Why Top Money Managers Always Return to Camp Kotok

Author: , Post Date:

Below are John Mauldin’s kind words about Camp Kotok.

When David Kotok first approached me about coming to “Camp Kotok,” I was somewhat skeptical. I don’t really fish much and Grand Lake Stream is one of the few places in the US that you just can’t get to in one day.

It takes two flights plus a long drive to get there, and once you arrive, you’re off the grid in terms of internet and cell connectivity.
So why do some of the world’s eminent economists and asset managers take time out of their uber-busy schedules to come? For the same reason I’ve made the trek eleven years in a row.

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Cumberland Advisors® is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services. Please feel free to forward our commentaries (with proper attribution) to others who may be interested. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.
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