Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm managing over $3 billion in assets.
Buy Quality Assets on Dip, Not Junk: Cumberland’s Kotok (Radio-Podcast) February 27, 2020 David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, with his market outlook and whether he’s buying the selloff. Hosted by Lisa Abramowicz and Paul Sweeney. Show notes: Q: David, what is your sense on a day like today? Would you […]
How the coronavirus could spark a severe slowdown or recession in America Excerpts below. By Matt Egan, CNN BusinessWednesday, Feb 26, 2019 New York (CNN Business)The longest economic expansion in American history has survived an unprecedented trade war, a catastrophic tsunami in Japan and a severe crash in oil prices. The fast-moving coronavirus poses yet […]
Excerpt from… Are high-flying stock markets about to ‘feel the Bern’? Some analysts believe Sanders left-wing approach is ‘biggest threat’ to stocks in 2020 By Proinsias O’Mahony – Tue, Feb 25, 2020 More than half of the 24 per cent rise in S&P 500 earnings growth over the last two years came directly from the […]
The ETF Experience – Phil Bak joins David Kotok for conversation during Inside ETFs (Radio-Podcast) Show notes: Phil Bak sits down with David Kotok for an outdoor conversation during the Inside ETFs 2020 conference. They talk about David’s career, investment principles, Cumberland Advisors, and the state of the economy. Conversation highlights include: Launching Cumberland just […]
Inside ETFs – A breakdown of zero interest-rate policy (ZIRP) David Kotok, co-founder of Cumberland Advisors explains what ZIRP means for your clients and why you should pay attention to being at zero. Feb 25, 2020 Links to other websites or electronic media controlled or offered by Third-Parties (non-affiliates of Cumberland Advisors) are […]
Dow Tumbles More Than 1,000 Points On Fears Of Coronavirus Pandemic by Scott Horsley – Feb. 24, 2020 Excerpt below. The coronavirus contagion has spread to Wall Street. U.S. markets fell sharply Monday amid widening concern that the continuing spread of cases could lead to a global pandemic. The Dow Jones Industrial Average tumbled nearly […]
Nick Colas and Jessica Rabe of DataTrek Research publish a terrific daily market analysis. They have kindly agreed to let us send their full Coronavirus survey note to our list. We thank them. The full February 23rd letter follows. David R. Kotok Chairman and Chief Investment Officer Email | Bio DATATREK MORNING BRIEFING February 23, […]
The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]
Many market agents have invoked SARS as a model for assessing market strategy and reaction functions to COVID-19. They’re wrong. Here’s a link to the official WHO statistics regarding SARS: “Summary of probable SARS cases with onset of illness from 1 November 2002 to 31 July 2003,” https://www.who.int/csr/sars/country/table2004_04_21/en/. Take a look by country and case […]
“Global equity markets have been able to look through the bearish threat from the spreading Covid-19 with nearly all indexes, excluding the CSI and the Shanghai Comp, higher on the month. “Optimism that the virus won’t become a pandemic, and that the impact will be transitory (and fairly modest outside of China) are supportive. And […]
