Tag Archives: David Kotok

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Gold’s Surge Has Been Disguised by the Strong Dollar

Author: , Post Date: February 13, 2019
Cumberland-Advisors-David-Kotok-In-The-News

Excerpt from Barron’s “Gold’s Surge Has Been Disguised by the Strong Dollar” By Evie Liu Feb. 12, 2019 Gold seems to be out of favor, but that’s only compared to the U.S. dollar. Over the past two decades, the commodity has actually seen a widespread, strong, and sustained value appreciation around the globe against 72 […]

Shutdown #6

Author: David R. Kotok, Post Date: February 12, 2019
Cumberland Advisors Market Commentary by David Kotok

US agriculture was not well positioned to suffer a federal government shutdown in December and January. In an era of low commodity prices, many farms cannot afford trade-war shenanigans and cannot afford government shutdowns. Across the US, median farm income for 2018 was -$1548 (yes, a negative $1548), a fifteen-year low, despite record farm productivity […]

Gold

Author: David R. Kotok, Post Date: February 4, 2019
Market Commentary - Cumberland Advisors - Gold

What do 72 countries – including developed nations such as Canada, Australia, Japan, and Sweden; emerging giants such as Argentina, Brazil, Mexico, Nigeria, India, Iran, and Russia; and small countries such as Burundi, Haiti, Myanmar, Syria, and Tonga – all have in common? Not much, you might say; they differ vastly in such metrics as […]

Cumberland Chair David Kotok (Podcast)

Author: , Post Date: February 1, 2019
Cumberland's David Kotok on Bloomberg Radio

Have you ever wanted to know more about the people who shape markets and business? P+L co-host Lisa Abramowicz sits down with Cumberland Advisors Co-Founder David Kotok to talk about his career path, stand out moments, and the advice he gives current students in business school. Running time 07:27 LISTEN HERE: Bloomberg Radio NOTE: Links […]

Shutdown #5

Author: David R. Kotok, Post Date: January 31, 2019
Cumberland Advisors Market Commentary by David Kotok

My colleague Norm Dempsey reminded me to thank all the readers of our shutdown series for their emails and messages. He also noted we should do the same for those who supported the climate change series. We concur with Norm. In his reminder Norm mentioned that when former Illinois governor Rod Blagojevich was sentenced by […]

Cumberland’s Kotok Sees a Need to Expand Uncertainty Premium

Author: , Post Date: January 29, 2019
C:\Temp\Cumberland's Kotok Sees a Need to Expand Uncertainty Premium – Bloomberg TV

Cumberland’s Kotok Sees a Need to Expand Uncertainty Premium Bloomberg Daybreak: Americas January 29th, 2019, 8:56 AM EST David Kotok, chairman and chief investment officer at Cumberland Advisors, discusses the issues to watch for in the current earnings season. He speaks on “Bloomberg Daybreak: Americas.” (Source: Bloomberg)   Watch on Bloomberg’s site or embedded below: […]

The Fed Is Guessing As it Plays With Fire: David Kotok (Radio)

Author: , Post Date:
Cumberland's David Kotok on Bloomberg Radio

David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on what to expect from the FOMC, balance sheet, and the outlook for bonds and markets. Hosted by Abramowicz and Paul Sweeney. Running time 12:42   LISTEN HERE: Bloomberg Radio NOTE: Links to other websites or electronic media controlled or offered by Third-Parties (non-affiliates of […]

Shutdown #4

Author: David R. Kotok, Post Date: January 26, 2019
Cumberland Advisors Market Commentary by David Kotok

Here is a link to an FBI report on what the shutdown is doing to safety and law enforcement and all that is related to those concerns. The report is entitled Voices from the Field (https://www.fbiaa.org/sites/default/files/downloadable/FBIAA%20Voices%20from%20the%20Field.pdf). The FBI describes it as follows: “Voices from the Field contains reports from FBI Special Agents nationwide. These stories illustrate how the government […]

Shutdown #3

Author: David R. Kotok, Post Date: January 24, 2019
Cumberland Advisors Market Commentary by David Kotok

We believe one of the Achilles heels of the Trump-Pelosi shutdown war is found in air travel. Growing waits at airports. More “blue flu” sick-outs. TSA workers unpaid. And much more. This is a festering and growing, artificially concocted crisis as our political leaders fiddle and our nation (like ancient Rome) burns. Trump’s approval is […]

Shutdown. Markets. #2.

Author: David R. Kotok, Post Date: January 23, 2019
Cumberland Advisors Market Commentary by David Kotok

We thank many readers for their responses to my January 22 commentary, “Shutdown and Markets” (https://www.cumber.com/shutdown-and-markets/). Responses were varied, as expected. Some folks maintained their sense of humor. Others blamed one side or the other and criticized my final sentence, in which I suggested that both sides share a measure of the blame. So let […]