Tag Archives: China

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Cumberland Advisors Market Commentary – Why Investors Are Looking at Taiwan

Author: William Witherell, Ph.D., Post Date: August 5, 2020
Market Commentary - Cumberland Advisors - Why Investors Are Looking at Taiwan

Consider a place that has had only 476 Covid-19 cases and just 7 deaths. This sounds like a rural town in the US with a small population and good access to medical care. Actually, it is Taiwan, a small country in Asia with a very dense population of 23.6 million people, situated about 100 miles […]

Cumberland Advisors Market Commentary – Chinese Economy: Global Locomotive but Significant Risks

Author: William Witherell, Ph.D., Post Date: July 20, 2020
Market Commentary - Cumberland Advisors - Chinese Economy Global Locomotive but Significant Risks

China’s economy, the second largest in the world after that of the United States, is recovering from a sharp slowdown in the first quarter of the year. The first estimate of the annualized second-quarter GDP growth rate is +3.2% versus 2.4% expected, a strong reversal from -6.8% in the first quarter. The advance indicates that […]

Warren Buffett doesn’t need the Fed’s help. But he’s getting it anyway

Author: , Post Date: June 29, 2020
Cumberland-Advisors-David-Kotok-In-The-News

Warren Buffett doesn’t need the Fed’s help. But he’s getting it anyway   Excerpts below. By Matt Egan, CNN BusinessJun 29, 2020 It’s not that Berkshire needs or requested assistance from the Fed — nor that the relatively tiny bond purchases will move the needle for Buffett’s massive company. Other blue-chip names including Walmart, Boeing, […]

Cumberland Advisors Market Commentary –  Two Covers; Two Sectors

Author: David R. Kotok, Post Date: June 2, 2020
Market Commentary - Cumberland Advisors - Two Covers Two Sectors

If you looked at the two different covers of The Economist for May 30, 2020, you saw the 100,000-death message on the American version, and you saw the Hong Kong security law depiction on the Asian edition. Internal content was mostly the same, but the lead stories reflected the world as the Economist editors saw it and wanted to […]

Cumberland Advisors Market Commentary – Risking an Investment War with China

Author: William Witherell, Ph.D., Post Date: May 15, 2020
Market Commentary - Cumberland Advisors - Risking an Investment War with China by William Witherell, Ph.D

Not having learned the costly lessons of a US-China trade war, the US government has now taken action that risks triggering an investment war with China that could have serious negative effects on the economies of both countries at a time when each will be seeking to recover from the heavy impacts of the COVID-19 […]