Tag Archives: tariffs

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Trump Trade War Tariffs & Markets

Author: David R. Kotok, Post Date: December 6, 2018
Trump Trade War Tariffs & Markets

“We’ll not mince words here: The president’s characterization of himself as “Tariff Man” is juvenile and unpresidential. We cannot imagine Mr. Eisenhower, Mr. Kennedy, Mr. Johnson, Mr. Nixon, Mr. Ford, Mr. Carter, Mr. Reagan, Mr. Bush, Mr. Clinton, Mr. Bush or Mr. Obama ever… EVER… making a juvenile statement such as this to any other […]

Whack a Mole

Author: Robert Eisenbeis, Ph.D., Post Date: July 25, 2018
Cumberland Advisors Market Commentary by Robert Eisenbeis, Ph.D.

In the latest on US trade policy, we are now starting to see the economic consequences of starting a tariff war. Farmers have been complaining that they are being hurt irreparably by the imposition of tariffs in retaliation for the tariffs being imposed on China and our allies. The Trump administration is now proposing to […]

Fed Independence

Author: Robert Eisenbeis, Ph.D., Post Date: July 23, 2018
Cumberland Advisors Market Commentary by Robert Eisenbeis, Ph.D.

In the wake of the turmoil in Washington, DC, over his performance in Helsinki, President Trump also took a sideswipe at the Federal Reserve, criticizing the FOMC’s recent efforts to normalize policy.

Most presidents – though not all – have understood that Fed independence ensures separation from the Treasury and serves as a check on fiscal excesses. When a central bank takes orders from the fiscal side of government, history shows that inflation and economic decline soon follow.

Dollar May Have Not Peaked Yet, Cumberland Advisors CIO Says

Author: , Post Date: June 24, 2018
Bloomberg - David Kotok - Dollar May Have Not Peaked Yet

Dollar May Have Not Peaked Yet, Cumberland Advisors CIO Says Bloomberg Daybreak: Australia June 24th, 2018, 7:25 PM EDT  David Kotok, chairman and chief investment officer at Cumberland Advisors Inc., shares his views on emerging markets, the trade disputes and the dollar. He speaks with Haidi Lun and Yvonne Man on “Bloomberg Daybreak: Australia.” (Source: […]

Suncoast FYI talks with Michael McNiven & James Curran about Financial Literacy Day

Author: , Post Date: April 4, 2018

Dr. Michael D. McNiven,  Managing Director and Portfolio Manager at Cumberland Advisors, joins Dr. James Curran, Dean of College of Business at USF Sarasota-Manatee, to discuss their upcoming event, Financial Literacy Day. Attendees of Financial Literacy Day: An Update on the Financial Markets & Economy can receive continuing ed credit from the following orgs: • AFCPE […]

As Wall Street Sinks, Trump Is His Own Worst Enemy

Author: , Post Date: April 3, 2018
Cumberland-Advisors-David-Kotok-In-The-News

“I’m taking advantage of these markets and am heavily overweighted financials and banks,” said David Kotok, chairman and chief investment officer Of Cumberland Advisors in Sarasota, Florida. “I didn’t buy today, we’re in freefall, but I might tomorrow.”

Winners and Losers from Global Trade

Author: David L. Blond, Ph.D, Post Date: March 17, 2018

David L. Blond, Ph.D, has a distinguished career in international economics and particularly on the issues of trade. He is the president of QuERI-International, Washington, D.C. He has assessed President Trump’s Tariff and Trade barrier initiative and has articulated some strong opinions. His views are his. They are worth reading and considering in what is […]