Tag Archives: Trade


Cumberland Advisors Market Commentary – Coronavirus and Global Shipping

Author: David R. Kotok, Post Date: February 18, 2020
Market Commentary - Cumberland Advisors - Coronavirus and Global Shipping

Coronavirus Impact on Shipping It did not take long for the coronavirus outbreak to seriously impact global shipping. In late January, industry leader FreightWaves, in an American Shipper interview with economist Paul Bingham, director of transportation consulting at IHS Markit, expressed concern about virus effects of Chinese manufacturing cutbacks on world supply chains and container […]

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

Author: , Post Date: December 27, 2019

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 […]

Cumberland Advisors Market Commentary – Does Trump-Navarro Equal Smoot-Hawley?

Author: David R. Kotok, Post Date: August 23, 2019
Market Commentary - Cumberland Advisors - Global Trade

George Santayana said “Those who cannot remember the past are condemned to repeat it.” In an article titled “The Smoot-Hawley Tariff and the Great Depression,” authors Theodore Phalan, Deema Yazigi, and Thomas Rustici assess the role the Smoot-Hawley Tariff Act played in the Great Depression: “In 1930, a large majority of economists believed the Smoot-Hawley […]

Cumberland Advisors Guest Commentary –  Trump, Trade, Taxes, Troubles.

Author: David R. Kotok & Robert Brusca, Ph.D., Post Date: August 2, 2019
Market-Commentary by David R. Kotok & Robert Brusca, Ph.D.

Bob Brusca, Chief Economist of Fact and Opinion Economics, sent a research note entitled “Why Trump is nagging Powell.” He included this chart. Note the dates. The table above ranks the change in the ISM (Mfg.) and its components from their levels on the eve of Trump’s election to the current month. The ISM and […]

Too Many Uncertainties

Author: , Post Date: June 21, 2019
Cumberland Advisors William Bill Witherell Ph.D.

Excerpt from Barron’s Too Many Uncertainties 06/21/2019 By Paul Farrell Barron’s writer, Paul Farrell, assembles a collection of outtakes for his piece titled, “Too Many Uncertainties.” Destabilizing Second-Quarter 2019 Review by William Witherell, Ph.D. of Cumberland Advisors June 20: The factors that have led to high volatility in the global equity markets during the quarter […]

U.S. Trade Representative is grilled on Capitol Hill about China and Mexico

Author: , Post Date: June 18, 2019
Yahoo Finance - David R. Kotok - U.S. Trade

U.S. Trade Representative is grilled on Capitol Hill about China and Mexico June 18, 2019 President Trump’s top trade negotiator Robert Lighthizer was in the Congressional hot seat today facing tough questions from lawmakers on trade and tariffs. Rick Helfenbein, American Apparel and Footwear Association CEO, joins Yahoo Finance’s Julie Hyman and Adam Shapiro, Cornell […]

More on Tariffs

Author: Robert Eisenbeis, Ph.D., Post Date: June 6, 2019
Cumberland Advisors Market Commentary

Assessing the impact of the series of US tariff changes in 2018 and 2019 is difficult. The tariffs have been revised and updated over time. Indeed, MarketsInsider lists about 27 tariff-related events and announcements between March 2018, when President Trump announced tariffs on steel and aluminum imports from all countries, and May 23, 2019.[1] They […]

This Is a Serious Confrontation Between World’s Biggest Economies, Says Cumberland’s Kotok

Author: , Post Date: May 9, 2019
Bloomberg-This Is a Serious Confrontation Between World’s Biggest Economies, Says Kotok

This Is a Serious Confrontation Between World’s Biggest Economies, Says Cumberland’s Kotok Bloomberg Daybreak Asia May 9th, 2019, 9:10 PM EDT David Kotok, chairman and chief investment officer at Cumberland Advisors, discusses the U.S.-China trade negotiations and their impact on markets. He speaks on “Bloomberg Daybreak: Asia.” (Source: Bloomberg) Watch at on Bloomberg.