Tag Archives: David R. Kotok


Cumberland Advisors Market Commentary –  Wuhan to Pharaoh & 3 Musical Messages

Author: David R. Kotok, Post Date: April 5, 2020
David R. Kotok

We especially thank Gary Shilling and Fred Rossi for help with this list. 1. Coronavirus. First officially appeared in Wuhan, China in December 2019. (We now know it was there in November). It spread through China, then elsewhere in Asia, and now throughout the world. 2. MERS (Middle East respiratory syndrome). Originated in Saudi Arabia […]

Cumberland Advisors Market Commentary – China’s Healthcare & Economy in the Aftermath of COVID-19

Author: David R. Kotok, Post Date: April 2, 2020
China’s Healthcare & Economy in the Aftermath of COVID-19

Dear Readers, While the United States and much of the world outside of Asia is still trying to “flatten the curve” in response to the coronavirus pandemic, China is posturing itself for a quick comeback. Can we believe their numbers and agree that their virus-response methodology was effective? USA Today along with Andy Mok, a […]

Cumberland Advisors Market Commentary – A Proposal for the Coronavirus Anticipation Note (CAN)

Author: David R. Kotok & John R. Mousseau, Post Date: April 1, 2020
A Proposal for the Corona Anticipation Note (CAN)

John Mousseau and I have combined our professional experience with our views of the municipal finance market. With the help of our Cumberland staff, we want to offer a format for immediate assistance designed to address urgent state and local government financing problems. This proposal is only a framework. There are many skilled professionals who […]

Bloomberg Radio Interview: David Kotok on the Markets and Fed

Author: , Post Date: March 30, 2020
Cumberland's David Kotok on Bloomberg Radio

Bloomberg Radio Interview: David Kotok on the Markets and Fed March 29, 2020 Cumberland Advisors Chairman & CIO David Kotok, discusses the markets and Fed with Doug Krizner and Kathleen Hays on Bloomberg Daybreak Asia. LISTEN HERE: https://www.bloomberg.com/news/audio/2020-03-30/david-kotok-on-the-markets-and-fed-radio NOTE: Links to other websites or electronic media controlled or offered by Third-Parties (non-affiliates of Cumberland Advisors) […]

Cumberland Advisors Guest Commentary – Maybe the World is not Ending!

Author: Michael Drury, Post Date:

Dear Readers: Mike Drury is past chair of the Global Interdependence Center, a skilled economist and a personal friend. He is not in the “world is coming to the end” camp. He has given me permission to run his entire weekend piece. Enjoy! -David Kotok Will second quarter NOMINAL GDP be positive? (Yes, that is […]

Cumberland Advisors Market Commentary –  The Ringling Bridge

Author: David R. Kotok, Post Date: March 29, 2020

Dear Readers, In Sarasota, when twilight comes to Sarasota Bay, the lighting under the Ringling Bridge is usually rotating and alternating colors. The light used to be too bright, and the glare invaded the night sky. But now, and after enough complaints from locals, the powers that decide these things adopted a less glaring and […]

Bloomberg Markets: The Close Full Show with David R. Kotok March 25th, 2020 (Video)

Author: , Post Date: March 26, 2020

Bloomberg Markets: The Close Full Show with David R. Kotok March 25th, 2020 Scarlet Fu and Romaine Bostick bring you the latest news and analysis leading up to the final minutes and seconds before the closing bell on Wall Street and tackle the market volatility from coronavirus fears, the impact of different industries and the […]

Cumberland Advisors Market Commentary – Antibodies-COVID-19 | Krammer Laboratory

Author: David R. Kotok, Post Date: March 24, 2020
Antibodies-COVID-19 Krammer Laboratory

An Antibodies Test: A Vital Weapon in the Fight Against COVID-19. While the US continues to struggle without enough diagnostic tests for COVID-19, the quest continues for a different holy grail, a test to tell us who has already been exposed to the virus and now has some immunity. The exciting news on the serologic […]

Cumberland Advisors Market Commentary – The CDC Foundation

Author: David R. Kotok, Post Date:
CDC Foundation Dr Judy Monroe & David Kotok

Dear readers. The CDC Foundation is not widely known. It’s a 501(c)3 that was created by Congress as a special charitable agency. The Foundation works right alongside the CDC and other national health agencies but is an independent charity. It has a special-purpose charter. Its purpose is to respond rapidly to threats like COVID-19 or […]