Tag Archives: David Kotok

image_pdfimage_print

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 […]

Shutdown and Markets

Author: David R. Kotok, Post Date: January 22, 2019
Cumberland Advisors Market Commentary by David Kotok

The stock market is ignoring the shutdown. The bond market is, too. So, too, are commodities, currencies, precious metals, fine art and other collectibles, sovereign debt, and many other asset classes. Those markets are moving for other reasons and not Federal shutdown. Why? Markets believe the shutdown is temporary. Market agents look at the childish […]

Zika, Climate Change & January 25

Author: David R. Kotok, Post Date: January 9, 2019
Cumberland Advisors Market Commentary - Zika

On December 30, as 2018 drew to an end, NBC’s Meet the Press aired an entire program on the climate change crisis, well worth watching (https://www.nbc.com/meet-the-press/video/meet-the-press-1230/3850857). Host Chuck Todd gave no air time to climate change denialism. Instead, the episode plunged into analyzing the crisis at hand, what might be done, what impediments slow our […]

Health-Care Sector Favored, Cumberland Advisors CIO Says

Author: , Post Date: December 27, 2018
Health-Care Sector Favored, Cumberland Advisors CIO David Kotok Says – Bloomberg

Health-Care Sector Favored, Cumberland Advisors CIO Says Bloomberg Daybreak: Australia December 26th, 2018, 6:31 PM EST David Kotok, chairman and chief investment officer at Cumberland Advisors, talks about his investment strategy for exchange-traded funds. He speaks with Paul Allen and Kathleen Hays on “Bloomberg Daybreak: Australia.” (Source: Bloomberg) Watch on Bloomberg’s site or embedded below: […]

Investors React to Biggest U.S. Stocks Rally Since 2009

Author: , Post Date:
Bloomberg TV - David Kotok

Investors including Cumberland Advisors Chief Investment Officer David Kotok and Port Shelter Investment Management CEO Richard Harris assess yesterday’s rally in U.S. equities, the biggest since 2009. (Source: Bloomberg) Watch on Bloomberg’s site or embedded below: https://www.bloomberg.com/news/videos/2018-12-27/investors-react-to-biggest-u-s-stocks-rally-since-2009-video Links to other websites or electronic media controlled or offered by Third-Parties (non-affiliates of Cumberland Advisors) are provided […]

David Kotok Chairman & Chief Investment Officer of Cumberland Advisors, on markets, why munis are a buy, and outlook for bonds and markets.

Author: , Post Date: December 26, 2018
Cumberland's David Kotok on Bloomberg Radio

David Kotok Chairman & Chief Investment Officer of Cumberland Advisors, on markets, why munis are a buy, and outlook for bonds and markets. December 26, 2018 — 12:10 PM EST David Kotok Chairman & Chief Investment Officer of Cumberland Advisors, on markets, why munis are a buy, and outlook for bonds and markets. Listen Here: […]

Yahoo Finance: David Kotok on Recession, Consumer Spending Power, & Oil/Gas Prices

Author: , Post Date:
Yahoo Finance - David Kotok (recession & gasoline quotes) & Trucking CEO_ We have to do a lot to bring drivers back to industry [Video]

Yahoo Finance: David Kotok on Recession, Consumer Spending Power, & Oil/Gas Prices Yahoo Finance’s Adam Shapiro and Julie Hyman are joined by Jetco CEO Brian Fielkow and Cumberland Advisors Chairman & CIO David Kotok to discuss oil and the future of the trucking industry. David Kotok of Cumberland Advisors: “Every penny down or up in […]

Mnuchin tweets Trump denial as Republicans warn against firing Fed chairman

Author: , Post Date: December 22, 2018
Cumberland-Advisors-David-Kotok-In-The-News

By BURGESS EVERETT, BEN WHITE and VICTORIA GUIDA 12/22/2018 03:50 PM EST – Updated 12/22/2018 08:21 PM EST Financial markets have cratered in recent days amid a partial government shutdown, rising interest rates and signs of a slowing economy. Shelby said Trump did not bring up the prospect of firing Powell at a lunch with […]