Tag Archives: gold

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Cumberland Advisors Market Commentary – Clams Or Gold Responses

Author: Robert Eisenbeis, Ph.D., Post Date: July 23, 2019
Cumberland Advisors Market Commentary - Clams or Gold

We received several comments from readers concerning some of the key points in our recent commentary “Clams or Gold.”[1] Below is an abbreviated version of the questions, to which responses are then supplied. Comment: You may have seriously misled readers because both the purity of the official gold bullion and measurement of ounces have remained […]

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 […]

Cumberland Advisors Market Commentary – Clams or Gold

Author: Robert Eisenbeis, Ph.D., Post Date: July 12, 2019
Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D.

Johnny Hart, the creator of the comic strip BC, created an economy in which clams served as currency. Clams were plentiful, so no one ran out of currency, except that an occasional clam had cartoon legs and opted for a different career. A currency in the form of a good is of course nothing new […]

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. […]

Cumberland Advisors Guest Commentary – Gold & NIRP

Author: David R. Kotok, Post Date: June 26, 2019
Market Commentary - Cumberland Advisors - Gold

Peter Boockvar, a Camp K fisherman and a super-sharp analyst, sent the note and chart below. We thank him for giving us permission to share his note below. It is logical that gold would outperform $14 trillion of negative-interest-rate sovereign debt issued by creditworthy governments like Germany and Switzerland. Remember: Gold counts as a monetary […]

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 […]

Gold’s Surge Has Been Disguised by the Strong Dollar

Author: , Post Date: February 13, 2019
Cumberland-Advisors-David-Kotok-In-The-News

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 […]

Gold

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
Cumberland-Advisors-David-Kotok-In-The-News

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.”