Tag Archives: David R. Kotok

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Bloomberg Daybreak Australia: David Kotok Discusses Dislocation in Markets/Economy

Author: , Post Date: May 27, 2020
Bloomberg Daybreak Australia with David R. Kotok (05-27-2020)

Bloomberg Daybreak Australia: David Kotok Discusses Dislocation in Markets/Economy May 27, 2020 – Running time 48:27 – David joins at the 8:20 mark David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses markets, market dislocation, the economy, coronavirus, growth rates, liquidity, the bargain he sees in municipal bonds, and more. Hosted by Haidi […]

Cumberland Advisors Market Commentary –  Money, Taxes, Fed & COVID-19

Author: David R. Kotok, Post Date: May 26, 2020
Market Commentary - Cumberland Advisors - Money, Taxes, Fed & COVID-19

At the following link readers may download a PDF file of the May 15th Joint Committee on Taxation analysis of federal receipts attributable to the latest stimulus bill passed by the House: https://www.jct.gov/publications.html?func=startdown&id=5260. The pressure for the Senate to act is growing daily and will only intensify. We expect something to come in the way of […]

Memorial Day

Author: David R. Kotok, Post Date: May 24, 2020
Memorial Day

“Originally, Memorial Day was known as Decoration Day, meant to honor the Union and the Confederate soldiers who died during the American Civil War. By the 1900s it had become a day to celebrate all American soldiers who died while serving in the military. It wasn’t until 1967 that it was legally named Memorial Day.” (Source: https://www.softschools.com/facts/holidays/memorial_day_facts/158/) When I served in […]

Cumberland Advisors Market Commentary –  COVID-19, stock market, some Senators’ behavior

Author: David R. Kotok, Post Date: May 21, 2020
David R. Kotok

It’s no wonder that citizens, voters and disaffected non-voters, investors and market agents, as well as others who observe the United States, have a low opinion of the Congress. Behavior of one reflects on all. Nothing new there. But the virus crisis has taken regard for Congress to a new low level as the country […]

Cumberland Advisors Market Commentary –  Zika Vaccine

Author: David R. Kotok, Post Date: May 19, 2020
Zika-Pamphlet-by-David-R-Kotok

What seems like ages ago, we wrote about Zika. Multiple commentaries became a pamphlet which was and is available free. Here’s the link: https://www.cumber.com/zika/. In that pamphlet is a chapter about how a political fight held up Zika vaccine research for a year. The costs in human and monetary terms are estimated in the pamphlet. […]

Cumberland Advisors Market Commentary –  Good Morning to Betsy and to Liz

Author: David R. Kotok, Post Date: May 17, 2020
Guest Commentary - Cumberland Advisors - Good Morning to Betsy and to Liz

My friend Betsy emailed me and said, “You’re having too much fun.” Thank you, Betsy. You are correct, as usual. Dear Readers, we have to maintain some sense of something or other (joie de vivre, perhaps) during this constant barrage from the news flow. The Sunday morning missives started with “Daffodils” (https://www.cumber.com/cumberland-advisors-market-commentary-daffodils/). The response to […]

Barron’s – Wave Of COVID-19 Bankruptcies Poses Next Threat To US Economy

Author: , Post Date: May 14, 2020
Cumberland-Advisors-David-Kotok-In-The-News

Wave Of COVID-19 Bankruptcies Poses Next Threat To US Economy Excerpt from Barron’s (AFP News) – May 13, 2020 By John Biers Larger companies have generally survived the initial blow from the coronavirus crisis, but still face existential challenges to get through what will probably be a long and grinding recovery. Since COVID-19 shuttered much […]

Cumberland Advisors Market Commentary –  Trump Opportunity, Puerto Rico, Pharma

Author: David R. Kotok, Post Date: May 13, 2020
Cumberland Advisors Market Commentary - Trump Opportunity, Puerto Rico, Pharma

My friend Dennis Gartman had a guest commentary in the wonderful and comprehensive monthly research publication offered by Gary Shilling (www.agaryshilling.com) and thoughtfully assembled and edited by Fred Rossi. I thank both Gary and Fred for permission to quote their work. Dennis wrote: “Puerto Rico shall be a huge winner, for it was only a […]

Cumberland Advisors Market Commentary – Comments on April Job Losses

Author: David R. Kotok, Post Date: May 11, 2020
Cumberland Advisors Market Commentary - APRIL JOB LOSSES - TLRwire

Dear readers, Here’s a meaty analysis of the Friday employment report.  Please note the link will take you to a $27 a month trial.  After you read this report, you may find it worthwhile. Please note: I’m a paying subscriber. Enjoy. -David COMMENTS ON APRIL JOB LOSSES TLR Analytics An appalling employment report, reflecting massive […]

Cumberland Advisors Market Commentary –  Readers Response to WW2 Metaphor

Author: David R. Kotok, Post Date: May 10, 2020
Cumberland Advisors Market Commentary - Readers Response to WW2 Metaphor

This Sunday morning we wish to thank readers for their many emails over the last few months. We particularly welcome the historical references and comments about our WW2 analogy for WWC, the world’s battle against COVID-19. Here are some to consider. Then we have a YouTube video for you at the end. Thank you to […]