Tag Archives: Climate Change

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Cumberland Advisors Market Commentary – Wildfire: Correction and Addition

Author: David R. Kotok, Post Date: September 22, 2020
Cumberland Advisors Market Commentary - Wildfire Correction and Addition

In our recent commentary “Wildfire: More Than a Song” https://www.cumber.com/cumberland-advisors-market-commentary-wildfire-more-than-a-song/, we stated that our nation’s federally owned forests “are housed in the Department of the Interior.” That is true up to a point: The Bureau of Land Management (BLM), which is an arm of the Department of the Interior, does manage 246 million acres of […]

Cumberland Advisors Market Commentary – Wildfire: More Than a Song

Author: David R. Kotok, Post Date: September 20, 2020
Cumberland Advisors Market Commentary - Wildfire More Than a Song

Let’s begin this missive with some remarks on wildfire issues from Philippa Dunne of TLR Analytics. Philippa has vast personal experience with fires and is one of our nation’s highly skilled analysts of labor data cohorts, including firefighters. “Over the last decades, yes decades, news pieces on short-handed fire-crews losing control of western fires have […]

Cumberland Advisors Market Commentary – Amazon Fires – More Irrefutable Evidence

Author: David R. Kotok, Post Date: November 14, 2019
Market Commentary - Cumberland Advisors - Brazil & Amazon Fires

We thank the many readers who responded positively to our recent report on Brazil and deforestation in the Amazon. For a researcher and a writer, it is affirming to get some positive feedback. Not all readers’ responses were favorable. One broker called it the “the dumbest thing I have read.” Another person said, “The world […]

Cumberland Advisors Market Commentary – Rome (Earth) Burns: Guess Who Fiddles?

Author: David R. Kotok, Post Date: November 12, 2019
Market Commentary - Cumberland Advisors - Rome (Earth) Burns Guess Who Fiddles (Kotok)

Climate change is real. For the sake of our children and grandchildren, we must be talking about it seriously and thoughtfully. The 25th UN Climate Summit anniversary meeting is in Madrid in a few weeks. Massively updated data are forthcoming as 200 countries participate. Only the US is in denial and withdrawal. (See “Madrid to […]

Cumberland Advisors Market Commentary – Fire and Water

Author: Patricia Healy, CFA, Post Date: November 1, 2019
Market Commentary - Cumberland Advisors - California - A Note on the Fires

The fires engulfing parts of California are feared to become the nation’s worst fire disaster, possibly surpassing 2017 and 2018 fire events. Spurred on by wind gusts of up to 80 mph, this disaster harkens back to Superstorm Sandy, which occurred seven years ago, in October 2012. Superstorm Sandy soaked the Northeast, and its 80-mph […]

Cumberland Advisors Market Commentary – Brazil & Amazon Fires Part 2

Author: David R. Kotok, Post Date: September 20, 2019
Market Commentary - Cumberland Advisors - Brazil & Amazon Fires Part 2

Many wrote in response to our discussion of the Amazon fires and Brazilian policy. In our original piece, https://www.cumber.com/cumberland-advisors-market-commentary-brazil-amazon-fires/, we were careful to cite sources. We thank all those who sent references and facts and thoughtful answers. A few readers lashed back at us. What I care about in this instance and in others is […]

Cumberland Advisors Market Commentary – Brazil & Amazon Fires

Author: , Post Date: September 3, 2019
Market Commentary - Cumberland Advisors - Brazil & Amazon Fires

Brazil is poisoning the planet and now posing a growing existential risk. The country’s elected leader, Jair Bolsonaro, has suspended or rescinded environmental protection rules and favored his cronies in the agricultural and logging industries, who are exploiting the country’s resources with government approval or malign neglect. “This is your government,” Bolsonaro has promised lawmakers […]

Cumberland Advisors Guest Commentary – Outlook for the 2019 Hurricane Season

Author: Bob Bunting, Post Date: July 2, 2019

Bob Bunting brings his established credentials, including being a Director of the University Corporation for Atmospheric Research and a Lead Forecast for NOAA, to this guest commentary. He also mentions the Climate Adaptation & Mitigation Center (CAC), of which he is the CEO and which I personally support with money and effort. We thought it […]

Fed and Climate Change

Author: David R. Kotok, Post Date: May 30, 2019
Fed & Climate Change

My note today puzzles over the Fed’s sitting on the sidelines while other central bankers act together to mitigate a growing risk to national economies and the global financial system. As context for this discussion, please take a minute to read this report about the accelerated melting of ice in Antarctica: https://www.theguardian.com/environment/2019/may/16/thinning-of-antarctic-ice-sheets-spreading-inland-rapidly-study. Now to the […]