Tag Archives: Trade War

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Are Trump’s New Trade Threats Just the Art of the Deal? Analysts See Reason to Worry

Author: , Post Date: December 5, 2019
Cumberland-Advisors-David-Kotok-In-The-News

Excerpt from… Barron’s Are Trump’s New Trade Threats Just the Art of the Deal? Analysts See Reason to Worry https://www.barrons.com/articles/trump-threats-trade-china-tariffs-france-steel-worrying-analysts-51575396098 By Reshma Kapadia – Dec 23, 2019 Talk about being whipsawed. The market has gone from cheering word from President Donald Trump that negotiators were in the “final throes” of an initial trade deal to […]

Cumberland Advisors Market Commentary – Year-End & 2020 Forecast Note #1: US–China Trade War

Author: David R. Kotok, Post Date: December 3, 2019
Market Commentary - Cumberland Advisors - Year-End-&-2020-Forecast-Notes 1 - US–China Trade War

In our opinion, investors should not be deceived by any promise of a definitive Trump Trade War settlement. It isn’t in the cards. The best outcome is a truce, and even that will be more like a ceasefire. As of this writing, U.S.-China tariff talks continue, and a phase one trade deal is still expected […]

Tariff Man keeps coming back because trade wars aren’t easy to win

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

Excerpt from… CNN Business Tariff Man keeps coming back because trade wars aren’t easy to win https://www.cnn.com/2019/12/03/business/trade-war-trump-china-france/index.html by Matt Egan – Dec 23, 2019 New York (CNN Business) President Donald Trump, armed with sweeping tax cuts and a handpicked Federal Reserve chief, confidently told the world in March 2018 that “trade wars are good, and […]

Trade wars and ETFs: let the battle commence

Author: , Post Date: December 2, 2019
Cumberland-Advisors-David-Kotok-In-The-News

Trade wars and ETFs: let the battle commence Excerpt from Informa Connect (KNect365) by David R. Kotok The United States has gotten itself into a trade war negotiations mess. Will it manage to dig its way out of the hole and will ETFs play a role? David Kotok, chairman and CIO, Cumberland Advisors examines. China: […]

Yahoo Finance Highlight: The trade war rages on

Author: , Post Date: November 27, 2019
FAANG stocks hit hard by U.S.-China trade war

Yahoo Finance Highlight: The trade war rages on Nov 22, 2019 Watch the embedded video from Yahoo Finance below or at this link: https://finance.yahoo.com/video/trade-war-rages-141444340.html Yahoo Finance’s Adam Shapiro, Julie Hyman, Dan Roberts and Cumberland Advisors Chairman & CIO David Kotok discuss how the trade war has ruined relations between the U.S. and China and how […]

Bloomberg Surveillance: Negative Interest Rates with Kotok (Radio Podcast)

Author: David R. Kotok, Post Date:
Market Commentary - Cumberland Advisors - NIRP Quote (David Kotok)

Cumberland Advisors’ David R. Kotok talks about negative interest rates, NIRP, and says the European Central Bank’s (ECB) Christine Lagarde has a difficult task right now. He also discusses China, the pork shortage, and the impact of viruses on the global food supply. Running time 25:02, David is introduced at the 10:45 mark – Play […]

Bloomberg Daybreak: Australia with David R. Kotok on Trade and China (Video)

Author: , Post Date: November 21, 2019
Bloomberg Daybreak Australia - David Kotok talks Trade & China

Bloomberg Daybreak: Australia with David R. Kotok on Trade and China Nov 20, 2019 David Kotok joins Bloomberg Daybreak: Australia to discuss the US-China trade relationship. “Our view is, a full trade arrangement with China has eluded us; it’s gone. Businesses are now making decisions about location around the world. They’re changing what they’re doing. […]

Cumberland Advisors Market Commentary – Trade War and No Recession

Author: David R. Kotok, Post Date: November 18, 2019
Stop Digging

The United States has gotten itself into a trade war negotiations mess. (See “How Trump’s Trade War Went From Method to Madness,” https://www.bloomberg.com/news/features/2019-11-14/how-trump-s-trade-war-went-from-method-to-madness.) There is an old adage: “When you’re in a hole and it’s getting deeper, stop digging!” Trump and Co. know they’re in a mess but don’t know how to stop digging, so they have […]

Bloomberg-Expect Markets to go Higher – Kotok (Radio)

Author: David R. Kotok, Post Date: October 13, 2019
Cumberland's David Kotok on Bloomberg Radio

Cumberland Advisors’ David R. Kotok says the moves we have heard on trade are lacking in substance, but the market has still been given some comfort. He goes on to his expectations for a strengthening energy sector. Running time 07:07 – Play Episode: https://www.bloomberg.com/news/audio/2019-10-14/expect-markets-to-go-higher-kotok-radio If you’ve enjoyed this exchange, please feel free to explore other […]

Bloomberg-Interactive Brokers Studio hosts David Kotok on Markets and Investing (Radio)

Author: David R. Kotok, Post Date: September 9, 2019
Cumberland's David Kotok on Bloomberg Radio

Why we bought stocks before Labor Day weekend David R. Kotok, Chief Investment Officer/Co-Founder, Cumberland Advisors, joined Lisa Abramowicz and Paul Sweeney for a Bloomberg-Interactive Brokers Studio segment on September 4, 2019. He discussed markets and the current investment outlook and he’s asked when investment managers should “dip their toe in or pull their money […]