Tag Archives: World War II

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Cumberland Advisors Market Commentary –  Readers Response to WW2 Metaphor

Author: David R. Kotok, Post Date: May 10, 2020
Cumberland Advisors Market Commentary - Readers Response to WW2 Metaphor

This Sunday morning we wish to thank readers for their many emails over the last few months. We particularly welcome the historical references and comments about our WW2 analogy for WWC, the world’s battle against COVID-19. Here are some to consider. Then we have a YouTube video for you at the end. Thank you to […]

Cumberland Advisors Market Commentary –  Good Morning to Bill Allen

Author: David R. Kotok, Post Date: May 4, 2020
Guest Commentary - Cumberland Advisors - Good Morning to Bill Allen

Dear Readers, We would like to open our Sunday morning missive with this two minute message introduced by a prominent COVID19 survivor. We thank Christian Calgie for bringing this video to our attention: Geoffrey Cox reading Jerusalem accompanied by the orchestral music: I promise you, however prepared you think you are, it exceeds expectations pic.twitter.com/Ex5SadXXVy […]

Bloomberg Radio Interview: David Kotok on Fed News

Author: , Post Date: April 30, 2020
Cumberland's David Kotok on Bloomberg Radio

Bloomberg Radio Interview: David Kotok on Fed News April 29, 2020 – Running time 08:03 David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses the latest Fed news with Doug Krizner and Juliette Saly on Bloomberg Daybreak Asia. LISTEN HERE: https://www.bloomberg.com/news/audio/2020-04-30/david-kotok-on-fed-news-radio?sref=XreMbXAF NOTE: Links to other websites or electronic media controlled or offered by […]

Bloomberg Radio Interview: Fed Following WW II Model to Control Yield Curve

Author: , Post Date: April 21, 2020
Cumberland's David Kotok on Bloomberg Radio

Bloomberg Radio Interview: David Kotok on Fed Following WW II Model to Control Yield Curve April 21, 2020 – Running time 07:36 David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses bond markets, the Fed and current investment outlook. Hosted by Lisa Abramowicz and Paul Sweeney. LISTEN HERE: https://www.bloomberg.com/news/audio/2020-04-21/fed-following-wwii-model-to-control-yield-curve-kotok-radio NOTE: Links to other […]

Cumberland Advisors Market Commentary – Fed Goes to War

Author: David R. Kotok, Post Date: April 16, 2020
Fed Goes to War

The April 12, 2020, posting on the Money, Banking and Financial Markets site, entitled “The Fed Goes to War: Part 3,” expands on the discussion of the extraordinary measures taken recently by the Federal Reserve. You can read the posting and learn more about this superb site and its authors here: https://www.moneyandbanking.com/commentary/. Let me offer […]

Cumberland Advisors Market Commentary –  WW2 versus WWC: The Doolittle Moment

Author: David R. Kotok, Post Date: April 7, 2020
WW2 versus WWC - The Doolittle Moment 1280x720

We’re going to look at World War 2 (WW2) versus the World War COVID-19 (WWC) events now unfolding and see what we can glean about markets, economies, interest rates, inflation rates, and the overall outlook. Let’s start with the stock market.  We expect this will be a multi-part series. Below is a chart that shows […]

Cumberland Advisors Week in Review (Mar 09, 2020 – Mar 13, 2020)

Author: Cumberland Advisors, Post Date: March 14, 2020
Cumberland-Advisors-Week-In-Review-Update-Mar-13-2020-Matt

The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback […]

Cumberland Advisors Market Commentary – Airlines and COVID19

Author: David R. Kotok, Post Date: March 13, 2020
Market Commentary - Cumberland Advisors - Airlines and COVID19

Cumberland portfolios hold no airline stocks, no transportation stocks, no hotel, leisure or hospitality stocks. Sector ETFs were sold. Some of these stocks are part of the broad based ETFs which are tied to an index basket. Now let’s look at airlines. Since the advent of widespread air travel following World War II, the world […]

Cumberland Advisors Market Commentary – China, Asian Stocks, and Coronavirus Risk

Author: William Witherell, Ph.D., Post Date: February 5, 2020
Market Commentary - Cumberland Advisors - China, Asian Stocks, and Coronavirus Risk

Beginning in late 2019 through the first half of January, stocks in Asia (excluding Japan), led by the Chinese market, rallied, outperforming most other equity markets. However, the region is now challenged by the spread of a new coronavirus originating in China. With an exponential increase in the number of infected cases in China and […]

Puerto Rico House votes to resist pension cuts

Author: , Post Date: October 22, 2019
Cumberland-Advisors-Shaun-Burgess-In-The-News

Excerpt from… The Bond Buyer “Puerto Rico House votes to resist pension cuts” By Robert Slavin, October 22 2019 The Puerto Rico House voted unanimously to not collaborate with pension cuts found in Puerto Rico’s proposed plan of adjustment. The House voted 49 to 0 with two members absent on Monday for the resolution that […]