Tag Archives: energy sector

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Cumberland Advisors Market Commentary –  Two Covers; Two Sectors

Author: David R. Kotok, Post Date: June 2, 2020
Market Commentary - Cumberland Advisors - Two Covers Two Sectors

If you looked at the two different covers of The Economist for May 30, 2020, you saw the 100,000-death message on the American version, and you saw the Hong Kong security law depiction on the Asian edition. Internal content was mostly the same, but the lead stories reflected the world as the Economist editors saw it and wanted to […]

Bloomberg Radio Interview: Saudis Are Going In For The Kill, Targeting U.S. Oil (Podcast)

Author: , Post Date: April 22, 2020
Cumberland's David Kotok on Bloomberg Radio

Bloomberg Radio Interview: Saudis Are Going In For The Kill, Targeting U.S. Oil (Podcast) April 21, 2020 — Running time 26:59 John Kilduff, Founder of Again Capital, on the oil market collapse, and what comes next. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses how the Fed is trying to control the […]

Cumberland Advisors Market Commentary – Year-End & 2020 Forecast Note #5: Energy

Author: David R. Kotok, Post Date: December 11, 2019
Market Commentary - Cumberland Advisors - Year-End-&-2020-Forecast-Notes 5 - Energy

The worst-performing US stock market sector in 2019 is energy. In retrospect, we regret that we held a position in it. Our rationale failed so far and the timing was clearly poor.  But we did hold energy and we do still do. Our focus has been on domestic US energy because we believed it is […]

Cumberland Advisors Market Commentary – Turkey & Trump

Author: David R. Kotok, Post Date: October 19, 2019
David R. Kotok

Here is an updated report from Al Jazeera on the Turkey ceasefire and related developments. While it reflects network leanings, they are much different from the CNN-Fox distortions, and more facts may often be gleaned. https://www.aljazeera.com/news/2019/10/turkey-military-operation-syria-latest-updates-191017051518215.html Next we have the presidential tweeter’s self-proclaimed brilliance, hard on the heels of Pence and Pompeo’s trip to Ankara […]

Bloomberg-Expect Markets to go Higher – Kotok (Radio)

Author: David R. Kotok, Post Date: October 13, 2019
Cumberland's David Kotok on Bloomberg Radio

Cumberland Advisors’ David R. Kotok says the moves we have heard on trade are lacking in substance, but the market has still been given some comfort. He goes on to his expectations for a strengthening energy sector. Running time 07:07 – Play Episode: https://www.bloomberg.com/news/audio/2019-10-14/expect-markets-to-go-higher-kotok-radio If you’ve enjoyed this exchange, please feel free to explore other […]