Tag Archives: Trade War

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Cumberland Advisors Market Commentary – Risking an Investment War with China

Author: William Witherell, Ph.D., Post Date: May 15, 2020
Market Commentary - Cumberland Advisors - Risking an Investment War with China by William Witherell, Ph.D

Not having learned the costly lessons of a US-China trade war, the US government has now taken action that risks triggering an investment war with China that could have serious negative effects on the economies of both countries at a time when each will be seeking to recover from the heavy impacts of the COVID-19 […]

Cumberland Advisors Market Commentary –  Trump Opportunity, Puerto Rico, Pharma

Author: David R. Kotok, Post Date: May 13, 2020
Cumberland Advisors Market Commentary - Trump Opportunity, Puerto Rico, Pharma

My friend Dennis Gartman had a guest commentary in the wonderful and comprehensive monthly research publication offered by Gary Shilling (www.agaryshilling.com) and thoughtfully assembled and edited by Fred Rossi. I thank both Gary and Fred for permission to quote their work. Dennis wrote: “Puerto Rico shall be a huge winner, for it was only a […]

How the coronavirus could spark a severe slowdown or recession in America

Author: , Post Date: February 26, 2020
Market Commentary - Cumberland Advisors - Corona Virus & Markets

How the coronavirus could spark a severe slowdown or recession in America Excerpts below. By Matt Egan, CNN BusinessWednesday, Feb 26, 2019 New York (CNN Business)The longest economic expansion in American history has survived an unprecedented trade war, a catastrophic tsunami in Japan and a severe crash in oil prices. The fast-moving coronavirus poses yet […]

Cumberland Advisors Market Commentary – The Trade Policies

Author: Robert Eisenbeis, Ph.D., Post Date: January 14, 2020
Cumberland Advisors' Robert "Bob" Eisenbeis, Ph.D.

Beginning in 2018, in a long sequence of actions, the US enacted tariffs on goods from a number of countries besides just China. In some cases the affected countries responded with their own retaliatory tariffs on US products. As a consequence of the timing and the short periods that many of the tariffs have been […]

David Kotok: Discussion of Financial Markets with Chuck Jaffe – Money Life (Radio)

Author: , Post Date: December 27, 2019
David-Kotok-Radio-Money-Life-Blue

David Kotok, Chief Investment Officer/Co-Founder, Cumberland Advisors, joins Chuck Jaffe on his program, Money Life, for an interview about what to expect for 2020. LISTEN BELOW OR AT THE LINK HERE: https://soundcloud.com/user-195074568/david-kotok-discusses-financial-markets-on-money-life-with-chuck-jaffe Like this interview? Listen to a previous 2018 interview David had with Chuck.   If you like this interview, many more are to […]

Healthcare & Energy Assets Poised to Outperform: (Bloomberg Radio Podcast)

Author: David R. Kotok, Post Date: December 11, 2019
Bloomberg-Radio-20191210

Cumberland Advisors’ David R. Kotok talks about his current market and investment outlook. Hosted by Lisa Abramowicz and Paul Sweeney. Running time 07:54 Play Episode Before it’s here, it’s on the Bloomberg Terminal. LEARN MORE Also see David’s Nov 25, 2019 commentary on NIRP: https://www.cumber.com/cumberland-advisors-market-commentary-nirp-lagarde-trump-dickens-holidays/ If you’ve enjoyed this exchange, please feel free to explore […]

Are Trump’s New Trade Threats Just the Art of the Deal? Analysts See Reason to Worry

Author: , Post Date: December 5, 2019
Cumberland-Advisors-David-Kotok-In-The-News

Excerpt from… Barron’s Are Trump’s New Trade Threats Just the Art of the Deal? Analysts See Reason to Worry https://www.barrons.com/articles/trump-threats-trade-china-tariffs-france-steel-worrying-analysts-51575396098 By Reshma Kapadia – Dec 23, 2019 Talk about being whipsawed. The market has gone from cheering word from President Donald Trump that negotiators were in the “final throes” of an initial trade deal 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 […]