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Cumberland Advisors Week in Review (June 29, 2020 – July 02, 2020)

Author: Cumberland Advisors, Post Date: July 4, 2020
Video Thumbnail 2020 07 02

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]

Cumberland Advisors Week in Review (Jun 22, 2020 – Jun 26, 2020)

Author: Cumberland Advisors, Post Date: June 27, 2020
Cumberland Advisors Week In Review 2020-06-26

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]

Cumberland Advisors Market Commentary –  Update from ECRI

Author: David R. Kotok, Post Date: June 24, 2020
Market Commentary - Cumberland Advisors - A Nasty, Short and Bitter Recession (ECRI)

“A Nasty, Short and Bitter Recession”: An Update First: here’s some very important history; then, the updated forecast! The Economic Cycle Research Institute (ECRI) specializes in “calling cycle turning points in economic growth and inflation” and has a long, exemplary history of getting those forecasts right (https://www.businesscycle.com). Cofounded by the late Geoffrey H. Moore, winner […]

Cumberland Advisors Week in Review (Jun 08, 2020 – Jun 12, 2020)

Author: Cumberland Advisors, Post Date: June 13, 2020
Cumberland-Advisors-Market-Update-20200612

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]

Wall Street’s road warriors have spent the past three months grounded. How’s that working out?

Author: , Post Date:
John Mousseau before the lockdown and during

Excerpt below… Wall Street’s road warriors have spent the past three months grounded. How’s that working out? John Mauldin misses the little thrill of being recognized in an airport, while Barry Ritholtz muses on having staggered shifts in his office. What else did ‘lockdown’ mean to finance’s heavyweights? June 13, 2020 By Andrea Riquier MarketWatch […]

Instant View: Wall Street backslides on economic gloom, uptick in virus cases

Author: , Post Date: June 12, 2020
Cumberland-Advisors-David-Kotok-In-The-News

Instant View: Wall Street backslides on economic gloom, uptick in virus cases Reuters – June 12, 2020 Excerpt below: NEW YORK (Reuters) – Wall Street indexes nosedived on Thursday, on track for their worst days since early in the coronavirus pandemic as investors reassessed a stocks resurgence after the Fed issued a gloomy growth forecast […]

Bloomberg Radio Interview: David Kotok – Health Care Will Be 20% of This Country’s GDP

Author: , Post Date: June 11, 2020
Cumberland's David Kotok on Bloomberg Radio

Bloomberg Radio Interview: David Kotok – Health Care Will Be 20% of This Country’s GDP June 11, 2020 – Running time 07:32 David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on credit spreads and the Fed. Hosted by Vonnie Quinn and Paul Sweeney. LISTEN HERE: https://www.bloomberg.com/news/audio/2020-06-11/health-care-will-be-20-of-this-country-s-gdp-kotok-radio NOTE: Links to other websites or electronic […]

Cumberland Advisors Week in Review (Jun 01, 2020 – Jun 05, 2020)

Author: Cumberland Advisors, Post Date: June 6, 2020
Cumberland-Advisors-Market-Update-2020-06-05

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]

Cumberland Advisors Week in Review (May 26, 2020 – May 29, 2020)

Author: Cumberland Advisors, Post Date: May 30, 2020
Cumberland-Advisors-Market-Update-2020-05-29

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]

Bloomberg Daybreak Australia: David Kotok Discusses Dislocation in Markets/Economy

Author: , Post Date: May 27, 2020
Bloomberg Daybreak Australia with David R. Kotok (05-27-2020)

Bloomberg Daybreak Australia: David Kotok Discusses Dislocation in Markets/Economy May 27, 2020 – Running time 48:27 – David joins at the 8:20 mark David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses markets, market dislocation, the economy, coronavirus, growth rates, liquidity, the bargain he sees in municipal bonds, and more. Hosted by Haidi […]