Tag Archives: Trade

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Western Trip-Part 1

Author: David R. Kotok, Post Date: July 16, 2018
Cumberland Advisors Market Commentary by David Kotok

We’re back. During travels in four states (CO, ID, UT, WY) and participating in the Rocky Mountain Summit public conference, two private roundtables, client meetings, and prospect presentations, I encountered hundreds of business-people, econ and financial types, legal and accounting professionals, and others. They mostly leaned Republican; most were Trump voters; and most were high-income […]

Trump Trade War, Soybeans, Danielle DiMartino Booth, Bill Poole

Author: David R. Kotok, Post Date: July 10, 2018
Cumberland Advisors Market Commentary by David Kotok

Former St. Louis Fed President Bill Poole who also was an economic adviser to Ronald Reagan has written about Trump-Trade policy and published this profoundly instructive commentary on July 2. He reveals the money conflict of interests that lurk behind some of the tariffs and he proposes a simple solution.  Here is the link: The […]

Man Bites Dog by Bob Brusca

Author: David R. Kotok & Bob Brusca, Chief Economist of FAO Economics, Post Date: June 12, 2018
Market-Commentary-Cumberland-Advisors-Trade

With all the Trumpian hullabaloo over trade, I want to share with readers a balanced, well-reasoned analysis of US trade issues penned by my good friend Bob Brusca, Chief Economist of FAO Economics. Bob makes it clear that while there are pros and cons to the US’s longtime propensity to run trade deficits, there is […]

Trump, Trade, Will Rogers

Author: David R. Kotok, Post Date: April 9, 2018
Cumberland Advisors Market Commentary by David Kotok

“It was a tumultuous first week of the quarter that has left the markets caught between more truculent tweets on trade from President Trump, and slightly more diplomatic messages from his advisors. Predictably China countered with $50 bln in tariffs of their own against a variety of U.S. imports, while the White House threatened to […]

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 […]

More on Trade Wars

Author: David R. Kotok, Post Date:
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 […]

Trade, Dollar, Trump

Author: , Post Date: January 26, 2018
Cumberland Advisors Market Commentary by David Kotok

“In the long run we are all dead” was John Maynard Keynes’ famous criticism of economic models. The rest of the quote goes, “Economists set themselves too easy, too useless a task, if in tempestuous seasons they can only tell us, that when the storm is long past, the ocean is flat again.” We thank […]