Tag Archives: gold


Gold’s Surge Has Been Disguised by the Strong Dollar

Author: , Post Date: February 13, 2019

Excerpt from Barron’s “Gold’s Surge Has Been Disguised by the Strong Dollar” By Evie Liu Feb. 12, 2019 Gold seems to be out of favor, but that’s only compared to the U.S. dollar. Over the past two decades, the commodity has actually seen a widespread, strong, and sustained value appreciation around the globe against 72 […]


Author: David R. Kotok, Post Date: February 4, 2019
Market Commentary - Cumberland Advisors - Gold

What do 72 countries – including developed nations such as Canada, Australia, Japan, and Sweden; emerging giants such as Argentina, Brazil, Mexico, Nigeria, India, Iran, and Russia; and small countries such as Burundi, Haiti, Myanmar, Syria, and Tonga – all have in common? Not much, you might say; they differ vastly in such metrics as […]

Gold and Defense Stocks Rise as Donald Trump Cancels North Korea Summit

Author: , Post Date: May 25, 2018

After Trump’s cancelation of the summit with North Korean leader Kim Jong Un, investors appear to be bracing for more rockiness ahead. “We now have an unpredictable escalation path,” David Kotok of Cumberland Advisors wrote in a Thursday note of Trump’s letter. “We have a cash reserve in our Exchange Traded Fund accounts.”

Bitcoin, Gold & Money

Author: David R. Kotok, Post Date: October 26, 2017
Cumberland Advisors Market Commentary by David Kotok

We start with a quote by Donald Trump, courtesy of CNN, May 16, 2016: “This is the United States government. First of all, you never have to default because you print the money, I hate to tell you, OK?” We juxtapose that quote with Francesco Bianchi and Leonardo Melosi’s excellent research paper published by the […]


Author: David Kotok, Post Date: April 19, 2013

Gold made the headlines with a rapid plunge, some possible basing, and then another plunge. Let’s talk about gold for a minute. Central bankers prefer to have the public, the investor class, and the holders of institutional wealth believe in the credibility of their central banking skills and their ability to manage their respective currencies. […]