Tag Archives: David R. Kotok

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The Currency Wars Are Starting to Flare Up Again

Author: , Post Date: June 22, 2019
Cumberland-Advisors-David-Kotok-In-The-News

Excerpt from Bloomberg The Currency Wars Are Starting to Flare Up Again 06/18/2019 By Robert Burgess NEGATIVE YIELDS KEEP EXPANDING Draghi’s dovish comments did wonders for the sovereign bond market, sparking a rally that pushed yields lower almost everywhere around the world. French 10-year note yields fell to zero for the first time after Swedish […]

Gold Is Surging. How to Play It With ETFs

Author: , Post Date: June 21, 2019
Cumberland-Advisors-David-Kotok-In-The-News

Excerpt from Barron’s Gold Is Surging. How to Play It With ETFs 06/21/2019 By Evie Liu While gold doesn’t offer yield like bonds do, this matters less in a world where rates on many fixed-income assets are at historic lows. Investors also expect the Federal Reserve to cut its target rate later this year, which […]

USF Sarasota-Manatee scholarship to assist Visible Men Academy graduates

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

Excerpt from the Sarasota Herald Tribune USF Sarasota-Manatee scholarship to assist Visible Men Academy graduates 06/21/2019 by Rich Shopes The University of South Florida Sarasota-Manatee is excited to announce the creation of a scholarship to assist graduates of Visible Men Academy, a free public charter school that serves predominantly at-risk elementary-aged students in Bradenton and […]

The Market Expects the Fed to Do Its Duty

Author: , Post Date: June 15, 2019
Cumberland Advisors in the News

Excerpt from Bloomberg.com article, The Market Expects the Fed to Do Its Duty by John Authers June 14, 2019 The market expects. President Donald Trump’s threat to impose tariffs on Mexican imports has come and gone, but the market remains convinced that the prospects for the Federal Reserve have changed utterly in the last two weeks. […]

Large-Cap Growth Stocks Still Hold Luster

Author: , Post Date: May 31, 2019
Cumberland's David Kotok on Bloomberg Radio

Large-Cap Growth Stocks Still Hold Luster by John Kimelman Large-cap growth stocks, the darling of the bull market over the past 10 years, still hold promise for clients despite some elevated risks, according to advisors and market observers. Large-cap growth funds have proven winners in industries such as online retail, computer software, smartphones, and social […]

5G, Huawei, Trade War, Shooting War

Author: David R. Kotok, Post Date: May 23, 2019
Market Commentary - Cumberland Advisors - 5G, Huawei, Trade War, Shooting War

From the onset of the Trump trade war we’ve argued that the broad-brush tariffs advocated by Peter Navarro were damaging and that a very targeted approach on security and intellectual property would have been better. Finally, the tariff fight with China is being defined over 5G, which is where critical agreements always needed to be […]

“Nations, Wars and Liberal Democracy” by George Friedman

Author: George Friedman, Post Date: May 20, 2019
“Nations, Wars and Liberal Democracy” by George Friedman

My friend George Friedman is an internationally known geopolitical forecaster and strategist on international affairs and the founder and chairman of Geopolitical Futures (https://geopoliticalfutures.com/). He’s also a bestselling author whose most popular book, The Next 100 Years, is kept alive by the prescience of its predictions. George has briefed numerous military and government organizations in […]

Why the US-China trade war won’t last

Author: , Post Date: May 14, 2019
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How Trump’s trade war is unraveling the Trump rally Excerpts below. By Matt Egan, CNN BusinessTuesday, May 14th 2019 The United States and China don’t just coexist. Their massive economies are deeply intertwined in ways that make the intensifying trade war unsustainable. Tariffs are the weapons of choice as both sides attempt to improve their […]