Tag Archives: China

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Trump Trade War & The Keystone Kops

Author: David R. Kotok, Post Date: September 26, 2018
Market Commentary - Cumberland Advisors - Trump Trade War & The Keystone Kops

In his Thoughts from the Frontline letter on Friday, John Mauldin wrapped his own strong remarks on Trump’s trade war with China around a tweet from the vastly experienced and hugely connected Harald Malmgren (https://www.mauldineconomics.com/frontlinethoughts/china-for-the-trade-win): “Check out this unusually blunt tweet from former trade diplomat Harald Malmgren, who literally wrote the book on US trade […]

Something Fishy

Author: David R. Kotok, Post Date: August 14, 2018
Cumberland Advisors Market Commentary by David Kotok

Let’s see. An American company with American employees catches fish. It ships the fish to China. China imposes a tariff or retaliatory tariff when the fish arrives from America. A Chinese company processes the fish and creates frozen fish sticks. The company in China is an American investment, and the labor in China is available […]

Western Trip-Part 1

Author: David R. Kotok, Post Date: July 16, 2018
Cumberland Advisors Market Commentary by David Kotok

We’re back. During travels in four states (CO, ID, UT, WY) and participating in the Rocky Mountain Summit public conference, two private roundtables, client meetings, and prospect presentations, I encountered hundreds of business-people, econ and financial types, legal and accounting professionals, and others. They mostly leaned Republican; most were Trump voters; and most were high-income […]

Trump Trade War, Soybeans, Danielle DiMartino Booth, Bill Poole

Author: David R. Kotok, Post Date: July 10, 2018
Cumberland Advisors Market Commentary by David Kotok

Former St. Louis Fed President Bill Poole who also was an economic adviser to Ronald Reagan has written about Trump-Trade policy and published this profoundly instructive commentary on July 2. He reveals the money conflict of interests that lurk behind some of the tariffs and he proposes a simple solution.  Here is the link: The […]