Tag Archives: Coronavirus

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Cumberland Advisors Market Commentary – Florida Schools & Florida’s Businesses?

Author: David R. Kotok, Post Date: September 13, 2020
Cumberland Advisors Market Commentary - Florida Schools & Florida's Businesses

Dear snowbirds and tourists: There is no question that Florida’s businesses, restaurants, hotels, fishing guides, and theme parks need you and want you. It’s simple, our state economy depends on visitors, and we want you to come and we want you to spend your money. We’re hurting. Some have asked us about visiting us at […]

David Kotok on the Markets (Radio)

Author: , Post Date: September 2, 2020
Cumberland's David Kotok on Bloomberg Radio

David Kotok on the Markets (Radio) September 01, 2020 – Running time 09:06 David Kotok, CIO at Cumberland Advisors, discusses his market outlook. He speaks with Bryan Curtis and Paul Allen on Bloomberg Daybreak Asia. LISTEN HERE: https://www.bloomberg.com/news/audio/2020-09-01/david-kotok-on-the-markets-radio NOTE: Links to other websites or electronic media controlled or offered by Third-Parties (non-affiliates of Cumberland Advisors) […]

Cumberland Advisors Market Commentary -Living with Risk: The COVID-19 Iceberg

Author: , Post Date: August 31, 2020
Market Commentary - Cumberland Advisors - Living with Risk The COVID-19 Iceberg

Steve Sexauer and I spent about an hour discussing a superb paper he coauthored with Laurence Siegel. I recommend it to readers. It will give investors and decision makers some perspective on how to navigate through the COVID-19 shock and out the other side. Here’s the link. https://blogs.cfainstitute.org/investor/2020/08/20/living-with-risk-the-covid-19-iceberg/ Below is an excerpt that the authors […]

Cumberland Advisors Market Commentary – Sunday Report: Gainesville Party Responses

Author: , Post Date: August 16, 2020
Market Commentary - Cumberland Advisors - Sunday Report Gainesville Party Responses

On July 29, I posed questions to readers in a commentary titled “US Stock Market Sectors and Gainesville, Florida,” https://www.cumber.com/cumberland-advisors-market-commentary-us-stock-market-sectors-gainesville-florida/. News had just broken about University of Florida Health anesthesiology residents and one fellow who had contracted COVID-19 infections at an off-campus party (“18 in UF Health anesthesiology contract virus after party,” https://www.gainesville.com/news/20200727/18-in-uf-health-anesthesiology-contract-virus-after-party). I asked, “Should the school […]

Barron’s – July Jobs Report: Better Than Expected, Better Than Feared

Author: , Post Date: August 7, 2020
Cumberland Advisors William Bill Witherell Ph.D.

July Jobs Report: Better Than Expected, Better Than Feared Excerpt from Barron’s – August 07, 2020 A portion of William Witherell, Ph.D.’s commentary, Why Investors Are Looking at Taiwan, was incorporated into Barron’s collective piece, “July Jobs Report: Better Than Expected, Better Than Feared“. This commentary was issued recently by money managers, research firms, and […]

Favor Asia Economies That Are Managing Pandemic: Kotok (Radio)

Author: , Post Date: July 30, 2020
Cumberland's David Kotok on Bloomberg Radio

Favor Asia Economies That Are Managing Pandemic: Kotok (Radio) July 30, 2020 – Running time 06:26 David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on fiscal stimulus, the pandemic, and current investment outlook. Hosted by Paul Sweeney and Vonnie Quinn. LISTEN HERE: https://www.bloomberg.com/news/audio/2020-07-30/favor-asia-economies-that-are-managing-pandemic-kotok-radio NOTE: Links to other websites or electronic media controlled or […]

Cumberland Advisors Market Commentary –  Rebekah Jones

Author: David R. Kotok, Post Date: July 26, 2020
Market Commentary - Cumberland Advisors - A Duel Over Data (Or, Three Cheers for Rebekah Jones)

A Duel Over Data (Or, Three Cheers for Rebekah Jones) On April 20, 2020, Dr. Deborah Birx, response coordinator for the White House Coronavirus Task Force, praised the Florida Department of Health website for its useful detail: “The Florida Department of Health’s website is extraordinary, and this is what every department of health should have…. […]

Cumberland Advisors Market Commentary – John Mousseau’s Oxford Presentation: Bond Markets Through the Virus

Author: David R. Kotok, Post Date: July 16, 2020
Market Commentary - Cumberland Advisors - John Mousseau's Oxford Presentation Bond Markets Through the Virus

John Mousseau did a live (online) presentation with Oxford University on Monday June 29th about insights on the bond markets, the macroeconomic landscape, and his take on potential career choices for students interested in finance and investing. His presentation topic was: Bond Markets Through the Virus  Analysis of Treasury, Taxable and Municipal Markets Analysis of Fed […]