Tag Archives: David R. Kotok


Cumberland Advisors Market Commentary – The Ballet

Author: David R. Kotok, Post Date: November 22, 2020

My friend Steve sent this terrific musical dance video. Enjoy. Please notice how deeply you see ballet training in so many of the dancers we recognize.   Here it is: https://youtu.be/GC9tnARzIbU     The second time I watched it, I thought more particularly about ballet and, then, memories of performances unfurled in my mind. With […]

Cumberland Advisors Market Commentary –  COVID, COVID, COVID! Recovery?

Author: David R. Kotok, Post Date: November 20, 2020
Cumberland Advisors Market Commentary - COVID, COVID, COVID! Recovery

A Bleak Short-Term COVID Outlook, Then Recovery Dawns Fact is, during the darkest hours before light breaks, dawn is already racing toward us across the surface of the turning world. That’s an image – a reassuring metaphor – that can sustain us now. America’s darkest hours in the COVID-19 pandemic lie just ahead, over the […]

Cumberland Advisors Guest Commentary – Hurricanes, Bob Bunting, CAC

Author: Bob Bunting, Post Date: November 18, 2020
Bob Bunting - CEO, Climate Adaptation Center (CAC)

Municipal bond ratings are affected by the preparedness of the issuers for severe weather, the impacts of climate change, and other factors that may affect credit ratings. Cumberland Advisors takes a keen interest in the micro and macro details surrounding municipalities and weather events. Our colleague Bob Bunting, meteorologist, professor, and former executive at both […]

Cumberland Advisors Market Commentary –  Will the NASDAQ Crash? Also: Helping Nurses!

Author: David R. Kotok, Post Date: November 16, 2020
Market Commentary - Cumberland Advisors - Will the NASDAQ Crash? - Also Helping Nurses!

Will the NASDAQ crash? We get that question often. Here’s a Bloomberg discussion on that subject and a Bloomberg chart comparing the NASDAQ bubble 20 years ago with the NASDAQ spike this year: “Nasdaq-100 Stumbles Near Dot-Com Era Record Versus Dow,” https://theonedave.tumblr.com/post/634605567333236737/nasdaq-100-stumbles-near-dot-com-era-record-versus. And here’s a Cumberland commentary we wrote at the peak of the NASDAQ […]

Cumberland Advisors Market Commentary – Flying to Florida

Author: , Post Date: November 15, 2020
Market Commentary - Cumberland Advisors - Flying to Florida

Investors and clients ask about the transportation sector and specifically airlines.  The outlook is dependent on travelers’ perceived personal safety (COVID vaccines and treatment options) in addition to economic recovery that can generate the incomes to cover the costs.  There isn’t much more we can add to that investment perspective. We do field direct questions […]

Cumberland Advisors Market Commentary – Hurricane Roxcy or Hurricane Bob?

Author: , Post Date: November 8, 2020
Hurricane Roxcy or Hurricane Bob

“Biden’s proposals to increase taxes on the wealthy and corporations – not to mention a $2 trillion plan to fight climate change – would stand virtually no chance in a Mitch McConnell-led Republican Senate” (https://www.bloomberg.com/news/newsletters/2020-11-05/a-biden-agenda-might-stall-before-it-starts).  Let’s devote Sunday to the climate. Climate change is a big agenda item for Biden & Co. But a gridlocked […]

Cumberland Advisors Market Commentary – Electoral College Timeline

Author: David R. Kotok, Post Date: November 6, 2020

Here’s the link to the Congressional Research Service report on the Electoral College timeline. Hat tip Politico. https://crsreports.congress.gov/product/pdf/IF/IF11641 David R. Kotok Chairman of the Board & Chief Investment Officer Email | Bio Links to other websites or electronic media controlled or offered by Third-Parties (non-affiliates of Cumberland Advisors) are provided only as a reference and […]

Cumberland Advisors Market Commentary – Election Day: A Few Case Studies

Author: David R. Kotok, Post Date: November 3, 2020
Commentary - Cumberland Advisors - Election Day- A Few Case Studies

Jack replied to our comments about voting systems and their integrity. Here’s most of his note, to think about on this Election Day: Hi David, I am in Savannah until Covid is over. Permanent residence Atlanta. Set up absentee ballots earlier in the year to come to Atlanta. Reaffirmed for general election in July–August period. […]