Tag Archives: Coronavirus

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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 […]

Cumberland Advisors Market Commentary – COVID-19-Aerosols, Retrofitting & Construction, Stock Market Materials Sector

Author: David R. Kotok, Post Date: July 14, 2020
Market Commentary - Cumberland Advisors - COVID-19-Aerosols, Retrofitting & Construction, Stock Market Materials Sector

You might have noticed that there has been quite a flap lately about the idea that COVID-19 may be transmitted through the air. But isn’t that old news? Haven’t we recognized from the outset that we needed to distance ourselves from one another to minimize airborne spread of the virus? Yes, but we were talking […]

Tech Xplore – Wall Street’s Big Tech enthusiasm getting stronger

Author: , Post Date: July 12, 2020
Cumberland-Advisors-David-Kotok-In-The-News

Excerpt from… Wall Street’s Big Tech enthusiasm getting stronger by John Biers – Tech Xplore July 12, 2020 Tech stocks were going strong even before COVID-19, but behavioral shifts during the pandemic have lifted the sector further into the stratosphere, leaving the broader stock market far behind. The Nasdaq surge also reflects gains by biotech […]

Barron’s – The Unemployment Rate Is “Grossly” Understated. Here’s Why

Author: , Post Date: July 1, 2020
Cumberland Advisors John Mousseau

The Unemployment Rate Is “Grossly” Understated. Here’s Why. Excerpt from Barron’s – July 02, 2020 A portion of John Mousseau, CFA’s commentary, The Muni Selloff That Was, was incorporated into Barron’s editorial piece, “The Unemployment Rate Is ‘Grossly’ Understated. Here’s Why.” July 1: The infrastructure bill being considered by Congress contains two pluses for the […]

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, […]