Tag Archives: trade barriers

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More on Trade Wars

Author: David R. Kotok, Post Date: April 4, 2018
Cumberland Advisors Market Commentary by David Kotok

Well, well! Who’d a thunk it? First we must thank David Blond and Bob Brusca for engaging in a debate for our readers. For those who missed it, the links to the David Blond essay and the Bob Brusca response are here: Blond: “Winners and Losers from Global Trade” – http://www.cumber.com/winners-and-losers-from-global-trade/ Brusca: “Why David Blond […]

Why David Blond is Wrong on Trade

Author: Robert Brusca, Post Date: March 30, 2018

We thank readers for their thoughtful responses to David Blond’s guest paper on trade and tariffs, Winners and Losers from Global Trade. That paper triggered debate. Below is Bob Brusca’s rebuttal. Enjoy the debate as each person can decide her/his own viewpoint. David R. Kotok Chairman and Chief Investment Officer Email | Bio Why David […]

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 […]

How tariffs, trade war fears roil U.S. financial markets

Author: , Post Date: March 9, 2018
Cumberland-Advisors-David-Kotok-In-The-News

Excerpt below: Trump has stood by the tariffs, despite resistance from his fellow Republicans and other countries, which have vowed to respond with levies of their own, and on Thursday, Trump pressed ahead with the imposition of 25 percent tariffs on steel imports and 10 percent for aluminum. But he exempted Canada and Mexico, backtracking […]

Trump, Protectionism, Triumph or Truculence?

Author: David R. Kotok, Post Date: March 2, 2018
Cumberland Advisors Market Commentary by David Kotok

“16 US steel stocks market cap up $1B as a result of tariff announcement today. Rest of S&P 500 down $400B. “Making Americans Poor Again.” (H/T Smails)”. – Doug Kass, March 2, 2018 Readers are invited to research the following words: protectionism, tariffs, quotas, trade barriers, Smoot, Hawley, history, learning from history, lessons of the […]