We Are Not Clear About a Future Fed Path, Says Cumberland Advisors’s Kotok July 31, 2019 David Kotok, chairman and chief investment officer at Cumberland Advisors, discusses the Fed decision and the way forward for markets. He speaks on “Bloomberg Daybreak: Asia.” Watch at Bloomberg TV or in the embedded player below.
UBS Sees No Fed Rate Cut Until at Least 2021 June 18, 2019 David Kotok, Cumberland Advisors Chairman and CIO, and Laura Kane, UBS head of Americas investing themes, discuss their outlook for the Fed. They appear on “Bloomberg Daybreak: Americas.” Watch at Bloomberg TV or in the embedded player below.
U.S. Trade Representative is grilled on Capitol Hill about China and Mexico June 18, 2019 President Trump’s top trade negotiator Robert Lighthizer was in the Congressional hot seat today facing tough questions from lawmakers on trade and tariffs. Rick Helfenbein, American Apparel and Footwear Association CEO, joins Yahoo Finance’s Julie Hyman and Adam Shapiro, Cornell […]
Excerpt from Politico By BEN WHITE and ADAM BEHSUDI 05/31/2019 02:30 PM EDT President Donald Trump’s decision to open a second front in his trade war sent tremors through global markets, unnerved corporate America and spurred economists to raise new warnings about the potential for a sharp economic slowdown just as the 2020 presidential contest […]
Excerpt from Politico Morning Money By BEN WHITE (email@example.com; @morningmoneyben) , AUBREE ELIZA WEAVER (firstname.lastname@example.org; @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 […]
Golden Cross Materializes in S&P 500 Price Action Bloomberg Daybreak: Americas April 2nd, 2019, 9:38 AM EDT Philip Camporeale, investment specialist at JPMorgan Asset Management, and David Kotok, chairman and chief investment officer at Cumberland Advisors, discuss the sustained rally in equities. They speak on “Bloomberg Daybreak: Americas.” (Source: Bloomberg) Watch at on Bloomberg. […]
The US stock market staged a powerful recovery in the first two months of 2019. This upturn followed promptly on the heels of the Christmas Eve massacre at the end of 2018. We’ve written about the causes of that massacre and can share the discussion with anyone who missed it. Just email me for a […]
Market check: talking interest rates and inflation Yahoo Finance Video – March 13, 2019 Jensen Quality Growth Fund Portfolio Manager Allen Bond talks inflation and interest rates with Yahoo Finance’s Adam Shapiro and Julie Hyman and Cumberland Advisors Chairman & Chief Investment Officer David Kotok. Watch at Yahoo Finance or in the embedded player below.
My friend Chris Whalen was kind enough to use an interview he did with me in his weekly publication on financial and banking issues, The Institutional Risk Analyst. Chris has had a distinguished career, and it was a pleasure to interact with him again. This summer Chris and I are cohosting the June gathering at […]