Tag Archives: tariffs

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Bloomberg-Interactive Brokers Studio hosts David Kotok on Markets and Investing (Radio)

Author: David R. Kotok, Post Date: September 9, 2019
Cumberland's David Kotok on Bloomberg Radio

Why we bought stocks before Labor Day weekend David R. Kotok, Chief Investment Officer/Co-Founder, Cumberland Advisors, joined Lisa Abramowicz and Paul Sweeney for a Bloomberg-Interactive Brokers Studio segment on September 4, 2019. He discussed markets and the current investment outlook and he’s asked when investment managers should “dip their toe in or pull their money […]

Bloomberg P&L Podcast: Boris Johnson, AI, Fed with John Authers, David Kotok, and others

Author: , Post Date: September 4, 2019
Cumberland's David Kotok on Bloomberg Radio

Bloomberg P&L Podcast: Boris Johnson, AI, Fed with John Authers, David Kotok, and others John Authers, Senior Editor for Bloomberg Markets, will discuss why U.K. Prime Minister Boris Johnson’s Brexit strategy is in tatters after UK government loses majority in parliament. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on markets and current […]

Yahoo Finance Highlight: David Kotok on why washing machines are an important reference point in the trade war

Author: , Post Date: September 3, 2019
Yahoo Finance - David Kotok discusses trade war

Yahoo Finance Highlight: David Kotok on why washing machines are an important reference point in the trade war   Watch the embedded video from Twitter & Yahoo Finance below.   Highlight: @CumberlandADV’s David Kotok on why washing machines are an important reference point in the trade war: pic.twitter.com/AiVc8c1WNQ — Yahoo Finance (@YahooFinance) September 3, 2019 […]

The Market Expects the Fed to Do Its Duty

Author: , Post Date: June 15, 2019
Cumberland Advisors in the News

Excerpt from Bloomberg.com article, The Market Expects the Fed to Do Its Duty by John Authers June 14, 2019 The market expects. President Donald Trump’s threat to impose tariffs on Mexican imports has come and gone, but the market remains convinced that the prospects for the Federal Reserve have changed utterly in the last two weeks. […]

5G, Huawei, Trade War, Shooting War

Author: David R. Kotok, Post Date: May 23, 2019
Market Commentary - Cumberland Advisors - 5G, Huawei, Trade War, Shooting War

From the onset of the Trump trade war we’ve argued that the broad-brush tariffs advocated by Peter Navarro were damaging and that a very targeted approach on security and intellectual property would have been better. Finally, the tariff fight with China is being defined over 5G, which is where critical agreements always needed to be […]

Cumberland Advisors Market Commentary – Tariffs – Macroeconomic Versus Microeconomic Effects: In the Long Run We Are All Dead

Author: Robert Eisenbeis, Ph.D., Post Date: May 17, 2019
Market Commentary - Cumberland Advisors - Impact of Tariffs

Robert Brusca of FAO-Economics details some interesting information on US trade and the likely impacts that the current US-China trade war could have on prices.[1] He has provided us with a deep dive into the mechanics and macro costs of the current tariff “war.” Here are data suggesting that markets may have overreacted to this […]

Why the US-China trade war won’t last

Author: , Post Date: May 14, 2019
Cumberland-Advisors-David-Kotok-In-The-News

How Trump’s trade war is unraveling the Trump rally Excerpts below. By Matt Egan, CNN BusinessTuesday, May 14th 2019 The United States and China don’t just coexist. Their massive economies are deeply intertwined in ways that make the intensifying trade war unsustainable. Tariffs are the weapons of choice as both sides attempt to improve their […]