Tag Archives: central bankers

Cumberland Advisors Market Commentary – Q&A with Christopher Whalen

Author: David R. Kotok, Post Date: October 27, 2020

Market Commentary - Cumberland Advisors - Q&A with Chris Whalen

Christopher Whalen is a longtime friend and confidant, so this interview with him inevitably reflects the sorts of biases that result from engaging, enlightening conversations over many years. Many know Chris from TV appearances or press quotes or social media commentary. Others may know his three successful books: Inflated: How Money and Debt Built the […]

Report from Leen’s Lodge

Author: David R. Kotok, Post Date: September 4, 2018

We start September with a cash reserve in our US equity ETF portfolios. Some details of our thinking follow. We wish our readers a Happy Post-Labor Day return to confront the 9-week run-up to the midterms. Other risk items include a possible government shutdown (not likely, in our view) and the effects of the continuing […]

Brian Barnier Guest Commentary – A Concise, Practical Seminar on Root-Cause Analysis

Author: David R. Kotok, Post Date: May 23, 2018

Cumberland Advisors Market Commentary by David Kotok

My friend and fishing buddy Brian Barnier is Director and Head of Analytics for ValueBridge Advisors (US) and Burnt Oak Capital (UK). He focuses on growing companies and investments through an emphasis on the application of technology to process improvement and the understanding of product, market, and economic trends. He has an analytical edge in […]

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