Tag Archives: David R. Kotok

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Cumberland Advisors Market Commentary – Report from Leen’s Lodge (Camp Kotok)

Author: David R. Kotok, Post Date: August 15, 2019

The 50-person gathering at Leen’s Lodge encompassed diverse political views, financial and economic specialties, and asset class focused from cannabis to currency trading, real estate to debt of all types, stock markets and ETFs, derivatives and futures, and more. Over $1 trillion in managed assets were represented as we gathered for each informal meal. No […]

Cumberland Advisors Market Commentary – Gorsuch & Fake News

Author: David R. kotok, Post Date: August 13, 2019
Cumberland Advisors - Fake News

At our Camp Kotok gathering in Maine, we often discussed truth and fact checking versus the spreading practice of political lies and fakery.  We will have more to say about the gathering. For now here is a case study about truth and lies. Shortly after he was appointed to the Supreme Court in April, 2017, […]

Yahoo Finance Highlight: Fed Chairs warn Washington that meddling could lead to market instability

Author: , Post Date:
David Kotok on Yahoo Finance - 2019-08-06 12_37_27-Fed Chairs warn Washington that meddling could lead to market instability

Yahoo Finance Highlight: Fed Chairs warn Washington that meddling could lead to market instability August 6, 2019 Watch the embedded video from Yahoo Finance below. An unprecedented op-ed in the Wall Street Journal, penned by Former Fed Chairs, call for the Central Bank to remain independent. Yahoo Finance’s Julie Hyman, Adam Shapiro, Sibilie Macellus, Brian […]

Cumberland Advisors Guest Commentary – The Quill, The Feather & DiMartino Booth on Housing

Author: David R. Kotok & Danielle DiMartino Booth, Post Date: July 29, 2019
Cumberland Advisors Market Commentary - The Tenthouse Suite - The American Housing Divide

My friend and Camp Kotok fishing-person Danielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence, a research and analytics firm that is celebrating the one-year anniversary of launching its publication The Daily Feather and the four-year anniversary of The Weekly Quill. Danielle has kindly allowed us to share with our readers an interesting, […]

Cumberland Advisors Market Commentary – “Send them back!”

Author: David R. Kotok, Post Date: July 24, 2019
David R. Kotok

Named for the last Hawaiian king (see https://en.wikipedia.org/wiki/Kal%C4%81kaua), Kalakaua Avenue is Waikiki’s answer to Worth Avenue or Rodeo Drive. When you turn the corner out of the Royal Hawaiian Center into the throngs walking on Kalakaua Ave., Planet Earth’s multicultural diversity lies before your eyes. Hawaii is America’s newest and 50th state (see https://en.wikipedia.org/wiki/Hawaii_Admission_Act). It […]

Cumberland Advisors Market Commentary – Rocky Mountain Summit

Author: David R. Kotok, Post Date: July 18, 2019
Rocky Mountain Summit July 2019

Four states – CO, WY, ID, UT – in six days; private professional meetings, a few public gatherings, two Chatham House roundtables, and one half-day with a fly rod. My longtime friend Bill Dunkelberg and I brought nearly 40 trout to the net for release. An equal number escaped the net during the fight. Here […]

John Auther’s Points of Return

Author: , Post Date: July 11, 2019
Cumberland Advisors in the News

Excerpt from Bloomberg.com article, Points of Return by John Authers July 11, 2019 If the Federal Reserve does not cut its target for the federal funds rate by at least 25 basis points at the end of this month, many in the market will feel entitled to sue the central bank for breach of contract. […]