Tag Archives: FAANMG


Large-Cap Growth Stocks Still Hold Luster

Author: , Post Date: May 31, 2019
Cumberland's David Kotok on Bloomberg Radio

Large-Cap Growth Stocks Still Hold Luster by John Kimelman Large-cap growth stocks, the darling of the bull market over the past 10 years, still hold promise for clients despite some elevated risks, according to advisors and market observers. Large-cap growth funds have proven winners in industries such as online retail, computer software, smartphones, and social […]

A Camp Kotok Debrief Plus Sector Rotation Ramifications

Author: , Post Date: August 15, 2018

McAleer discussed the continued headaches being caused by international markets—the U.S. markets remain very robust and resilient. In McAleer’s view, the 30 markets around the world are not trading well as he watches them making lower lows. McAleer’s current worry is how long the U.S. market can remain the standout while it is near highs and these other markets are trading down.

Bursting Bitcoin Bubble?

Author: David R. Kotok, Post Date: July 6, 2018
Cumberland Advisors Market Commentary by David Kotok

Fundstrat Daily reports that “YTD, the crypto market is down -60.7%” as of July 2. We have been asked again about Bitcoin and “bubbles” following the recent gyrations and the plunge. “Should I buy it?” asked a reader. First, we offer the required disclosure: We don’t own any cryptocurrency in any Cumberland managed account. And […]


Author: David R. Kotok, Post Date: December 14, 2017
Cumberland Advisors Market Commentary by David Kotok

The last quarter of 2017 revealed continued bullish momentum in the US stock market and ongoing increases in earnings of US public companies. Through the middle of December, the market made progressive new index highs. Rotation among sectors finally took some steam from the “FAANMG” stocks. Notwithstanding the high price levels, we expect stocks to […]