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Camp Kotok

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Cumberland Advisors Market Commentary – Central Banks, Capital Markets, Debt/Deflation, Real Income Growth, Interest Rates & Housing

Author: David R. Kotok, Post Date: September 13, 2019
Camp Kotok - Big Lake - Stacked Stones - Conversations from Camp Kotok

We wrapped up our Labor Day Camp Kotok with a round of excellent on-the-record discussions that we’re happy to share with you here. David Kotok and Charles Plosser at Camp Kotok: The Challenges Facing Central Banks David Kotok and Christopher Whalen at Camp Kotok: Capital Markets, Debt and Deflation David Kotok and Doug Duncan at […]

Cumberland Advisors Market Commentary – Camp Kotok, Barry Ritholtz, and the “Shadow Fed”

Author: David R. Kotok, Post Date: August 29, 2019

“Camp Kotok,” is a gathering of prominent economists, wealth managers, traders, heads of research, pundits, financial luminaries and a few journalists that meet each year in a remote part of Maine. Held for a long weekend in the summer, we fish and engage in vigorous debates running the gamut from market valuations and the rise of exchange-traded funds to Federal […]

Cumberland Advisors Market Commentary – Katie Darden and Camp Kotok

Author: David R. Kotok, Post Date: August 21, 2019
Market Commentary - Cumberland Advisors - Report from Leen’s Lodge (Camp Kotok)

Katie Darden, Financial Institutions Research Director at S&P Global Market Intelligence, joined us at Camp Kotok and then published this excellent summary of our discussions: “At Camp Kotok, fears over China and ‘magic money tree’ overshadow Fed policy,” https://platform.mi.spglobal.com/web/client?auth=inherit#news/article?id=53593818&cdid=A-53593818-12580 . Then Katie joined her bank analyst colleague Nathan Stovall, who authors StreetTalk, a monthly column […]

Cumberland Advisors Week in Review (Aug 12, 2019 – Aug 16, 2019)

Author: , Post Date: August 17, 2019
Week In Review

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 – Report from Leen’s Lodge (Camp Kotok)

Author: David R. Kotok, Post Date: August 15, 2019
Market Commentary - Cumberland Advisors - Report from Leen’s Lodge (Camp Kotok)

The 50-person gathering at Leen’s Lodge encompassed diverse political views, financial and economic specialties, and asset class focused from cannabis to currency trading, real estate to debt of all types, stock markets and ETFs, derivatives and futures, and more. Over $1 trillion in managed assets were represented as we gathered for each informal meal. No […]

Camp Kotok: Wall Street In The Woods

Author: , Post Date: August 13, 2019
Camp Kotok - Wall Street In The Woods - ETF.com

Excerpt from Camp Kotok: Wall Street In The Woods by Dave Nadig at ETF.com   My experiences at Camp Kotok involve a little bit of shinrin-yoku in the literal sense: There are indeed a few hours a day floating through nature in a boat. But they also involve an intense, highly concentrated kind of economic […]

From the Maine Outpost: The Corporate Bond Market – A Frog in Boiling Water?

Author: , Post Date: August 24, 2018

By Jeanine Prezioso Federal Reserve monetary policy and its anticipated effects – in addition to the debate over who caught the largest salmon or smallmouth bass – was one of the many discussions bandied about in the northeast Maine woods earlier this month at Camp Kotok, an annual gathering of economists, pundits and investment professionals […]

A Camp Kotok Debrief Plus Sector Rotation Ramifications

Author: , Post Date: August 15, 2018
Cumberland-Advisors-Matt-McAleer-In-The-News

McAleer discussed the continued headaches being caused by international markets—the U.S. markets remain very robust and resilient. In McAleer’s view, the 30 markets around the world are not trading well as he watches them making lower lows. McAleer’s current worry is how long the U.S. market can remain the standout while it is near highs and these other markets are trading down.

Camp Kotok 2018 – The Maine Surprise Was Time

Author: , Post Date: August 11, 2018

This year, I quickly sensed a more upbeat mood. Not that many that were wildly bullish, but most were positive or at least neutral. There weren’t nearly as many bears as I expected. “Cautious optimism” seemed to be the theme. That led me to refine my own views with a wide variety of participants. Today, I’ll do the same for you.

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Cumberland Advisors® is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services. Please feel free to forward our commentaries (with proper attribution) to others who may be interested. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.
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