Tag Archives: Trump

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Shutdown #6

Author: David R. Kotok, Post Date: February 12, 2019
Cumberland Advisors Market Commentary by David Kotok

US agriculture was not well positioned to suffer a federal government shutdown in December and January. In an era of low commodity prices, many farms cannot afford trade-war shenanigans and cannot afford government shutdowns. Across the US, median farm income for 2018 was -$1548 (yes, a negative $1548), a fifteen-year low, despite record farm productivity […]

Cumberland Chair David Kotok (Podcast)

Author: , Post Date: February 1, 2019
Cumberland's David Kotok on Bloomberg Radio

Have you ever wanted to know more about the people who shape markets and business? P+L co-host Lisa Abramowicz sits down with Cumberland Advisors Co-Founder David Kotok to talk about his career path, stand out moments, and the advice he gives current students in business school. Running time 07:27 LISTEN HERE: Bloomberg Radio NOTE: Links […]

Shutdown #5

Author: David R. Kotok, Post Date: January 31, 2019
Cumberland Advisors Market Commentary by David Kotok

My colleague Norm Dempsey reminded me to thank all the readers of our shutdown series for their emails and messages. He also noted we should do the same for those who supported the climate change series. We concur with Norm. In his reminder Norm mentioned that when former Illinois governor Rod Blagojevich was sentenced by […]

The Fed Is Guessing As it Plays With Fire: David Kotok (Radio)

Author: , Post Date: January 29, 2019
Cumberland's David Kotok on Bloomberg Radio

David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on what to expect from the FOMC, balance sheet, and the outlook for bonds and markets. Hosted by Abramowicz and Paul Sweeney. Running time 12:42   LISTEN HERE: Bloomberg Radio NOTE: Links to other websites or electronic media controlled or offered by Third-Parties (non-affiliates of […]

Shutdown #4

Author: David R. Kotok, Post Date: January 26, 2019
Cumberland Advisors Market Commentary by David Kotok

Here is a link to an FBI report on what the shutdown is doing to safety and law enforcement and all that is related to those concerns. The report is entitled Voices from the Field (https://www.fbiaa.org/sites/default/files/downloadable/FBIAA%20Voices%20from%20the%20Field.pdf). The FBI describes it as follows: “Voices from the Field contains reports from FBI Special Agents nationwide. These stories illustrate how the government […]

Shutdown #3

Author: David R. Kotok, Post Date: January 24, 2019
Cumberland Advisors Market Commentary by David Kotok

We believe one of the Achilles heels of the Trump-Pelosi shutdown war is found in air travel. Growing waits at airports. More “blue flu” sick-outs. TSA workers unpaid. And much more. This is a festering and growing, artificially concocted crisis as our political leaders fiddle and our nation (like ancient Rome) burns. Trump’s approval is […]

Radio Podcast – The US-China Trade War: Global Markets in a Multi-Polar World | David Kotok

Author: , Post Date: December 1, 2018
David-Kotok-Radio-Money-Life-Blue

Kotok: the market is getting back to normal, & while it might be some new normal, it will have the traditional long-term returns of 8-10% for large-cap domestic stocks & lower single-digits for bonds, & he noted that correcting expectations should help investors find satisfaction in the market ahead.

Deficit, Fed, Post-Midterms

Author: David R. Kotok, Post Date: November 7, 2018
Market Commentary - Cumberland Advisors - Deficit, Fed, Post-Midterms

For the next few years, the increased debt financing of the United States will not be a problem for markets. That will remain the case as long as the US dollar is the unchallenged world reserve currency, as it has been for decades. When you survey the world and look at other countries’ economic systems and current situations, the US emerges as the best or, if you are a hand-wringing detractor, the least troubled.

David Kotok: Market norms are being restored; expect single-digit returns – Money Life (Radio)

Author: , Post Date: November 1, 2018
David-Kotok-Radio-Money-Life-Blue

Kotok: the market is getting back to normal, & while it might be some new normal, it will have the traditional long-term returns of 8-10% for large-cap domestic stocks & lower single-digits for bonds, & he noted that correcting expectations should help investors find satisfaction in the market ahead.