Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm managing over $3 billion in assets.
In our opinion, investors should not be deceived by any promise of a definitive Trump Trade War settlement. It isn’t in the cards. The best outcome is a truce, and even that will be more like a ceasefire. As of this writing, U.S.-China tariff talks continue, and a phase one trade deal is still expected […]
Trade wars and ETFs: let the battle commence Excerpt from Informa Connect (KNect365) by David R. Kotok The United States has gotten itself into a trade war negotiations mess. Will it manage to dig its way out of the hole and will ETFs play a role? David Kotok, chairman and CIO, Cumberland Advisors examines. China: […]
Cumberland Advisors’ David R. Kotok talks about negative interest rates, NIRP, and says the European Central Bank’s (ECB) Christine Lagarde has a difficult task right now. He also discusses China, the pork shortage, and the impact of viruses on the global food supply. Running time 25:02, David is introduced at the 10:45 mark – Play […]
Bloomberg Daybreak: Australia with David R. Kotok on Trade and China Nov 20, 2019 David Kotok joins Bloomberg Daybreak: Australia to discuss the US-China trade relationship. “Our view is, a full trade arrangement with China has eluded us; it’s gone. Businesses are now making decisions about location around the world. They’re changing what they’re doing. […]
Yahoo Finance Highlight: David Kotok on why washing machines are an important reference point in the trade war Watch the embedded video from Twitter & Yahoo Finance below. Highlight: @CumberlandADV’s David Kotok on why washing machines are an important reference point in the trade war: pic.twitter.com/AiVc8c1WNQ — Yahoo Finance (@YahooFinance) September 3, 2019 […]
Katie Darden, Financial Institutions Research Director at S&P Global Market Intelligence, joined us at Camp Kotok and then published this excellent summary of our discussions: “At Camp Kotok, fears over China and ‘magic money tree’ overshadow Fed policy,” https://platform.mi.spglobal.com/web/client?auth=inherit#news/article?id=53593818&cdid=A-53593818-12580 . Then Katie joined her bank analyst colleague Nathan Stovall, who authors StreetTalk, a monthly column […]
The past couple of weeks have been breathtaking for bond investors and observers of the bond market. The yield on the 30-year Treasury bond is now at a record low – it dipped under 2% this week – and the 10-year Treasury is not far off its record low of 1.36% set in July 2016 […]
The 50-person gathering at Leen’s Lodge encompassed diverse political views, financial and economic specialties, and asset class focused from cannabis to currency trading, real estate to debt of all types, stock markets and ETFs, derivatives and futures, and more. Over $1 trillion in managed assets were represented as we gathered for each informal meal. No […]
Trump’s trade war with China is starting to get out of hand Excerpts below. By Matt Egan, CNN BusinessMonday, Aug 5th 2019 New York (CNN Business)The US-China trade war has always been serious. Now it’s starting to get scary. China allowed its currency to drop sharply on Monday to the weakest level in more than […]
Four states – CO, WY, ID, UT – in six days; private professional meetings, a few public gatherings, two Chatham House roundtables, and one half-day with a fly rod. My longtime friend Bill Dunkelberg and I brought nearly 40 trout to the net for release. An equal number escaped the net during the fight. Here […]
