Tag Archives: Hong Kong

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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 […]

Cumberland Advisors Market Commentary – Year-End & 2020 Forecast Note #1: US–China Trade War

Author: David R. Kotok, Post Date: December 3, 2019
Market Commentary - Cumberland Advisors - Year-End-&-2020-Forecast-Notes 1 - US–China Trade War

In our opinion, investors should not be deceived by any promise of a definitive Trump Trade War settlement. It isn’t in the cards. The best outcome is a truce, and even that will be more like a ceasefire. As of this writing, U.S.-China tariff talks continue, and a phase one trade deal is still expected […]