Tag Archives: North Korea

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Cumberland Advisors Market Commentary –  Defense Expenditures

Author: David R. Kotok, Post Date: May 8, 2019

Most Americans have never heard of the Stockholm International Peace Research Institute, www.sipri.org. A few minutes surfing their website might just inspire you to add it to your list of independent research sources. You can check out the role of the military in Venezuela and how it is supporting Maduro as a result of the financial […]

Geopolitical Risks in Emerging Market Equity ETFs

Author: William Witherell, Ph.D., Post Date: March 5, 2019
Cumberland Advisors Market Commentary by William "Bill" Witherell, Ph.D.

Last week included several dramatic examples of unexpected geopolitical developments in emerging markets: Two nuclear powers in South Asia, India, and Pakistan, clashed and appeared to be on the brink of full-scale war; and the US-North Korea summit in Hanoi ended badly, with Trump walking out. Also, unsettling markets were some negative signs about the […]

Kim, Trump, Thucydides

Author: David R. Kotok, Post Date: May 24, 2018
Cumberland Advisors Market Commentary by David Kotok

Trump’s cancellation of the Kim summit meeting clearly draws lines in the sand. Trump’s position cannot now be reversed for a longer period of time than was contemplated just hours ago. We now have an unpredictable escalation path. Kim’s behavior in destroying tunnels, underground mountain rail lines, and other parts of his nuclear test site […]

John McCain & Return of Prisoners

Author: David R. Kotok, Post Date: May 9, 2018
Cumberland Advisors Market Commentary by David Kotok

The morning email (today) from my friend Dennis Gartman really struck home with me. Dennis and I have a standing agreement to grant each other permission to quote each other. So here is what I read in Dennis’ morning missive: “Senator John McCain has terminal brain cancer and shall soon pass from the scene. He […]