Tag Archives: Sovereign Debt

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

Author: David R. Kotok, Post Date: August 15, 2019
Market Commentary - Cumberland Advisors - Report from Leen’s Lodge (Camp Kotok)

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 […]

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 […]

“The honor of the nation was at stake.”

Author: David R. Kotok, Post Date: June 9, 2011
David R. Kotok

Stefan Ingves, Sweden’s central bank governor, was asked how Sweden found the political resolve to respond to its financial crisis two decades ago. His answer was, “The honor of the nation was at stake.” A simple statement carrying profound meaning. In the end, the honor of Greece, Portugal, Ireland, and countries around the world is […]