COVID-19 Impacts and Philanthropic Opportunities: GGA Interview with Atlanta Fed President Raphael BosticMay 31, 2020
GIC Board Member, David Kotok provides insight into an interview with Atlanta Fed President Raphael Bostic in this submission of Cumberland Advisors Market Commentary.
GIC Board Member, David Kotok reflects on the life of Paul Volcker in this submission of Cumberland Advisors Market Commentary.
By yearend, 8 states will have recreational Marijuana; 29 will have medical usage. Meanwhile a reversal of established policy gives an “in your face” to the majority of the country. That is the result of the latest gesture by the US Attorney General Jeff Sessions.
This commentary was co-authored by Philippa Dunne (The Liscio Report) and David Kotok (Cumberland Advisors). It reflects their personal views. A saga unfolds. First, snippets of online news, followed by TV images and “breaking news” reports. “Another one,” she thinks. “Ugh!” he exclaims, “madness! Why? What is the matter with these people?” Two thousand miles […]
This is a BBC report about US-Canada trade and transit: bbc.com/news/world-us-canada-39449515. Behaviors have consequences, and that is true even among the best of friends. It is safe to assert that the US-Canada nation-state relationship is one of the very strongest the US has. The two countries maintain a 3000-mile border and have been allies […]
Standing where I stood to snap the photograph, a casual observer wouldn’t particularly notice the structure or reflect on its history. The tourist’s eye is attracted instead to the jungle’s green canopy, the swirling waters of the river, or monkeys and a toucan. There are no markings now on this vacant building(cumber.com/wp-content/uploads/2017/03/IMG_0487.jpg). It was originally […]
“Unsustainable things continue until they stop.” That is how Herb Stein answered Richard Nixon when Nixon asked about economic timing. The financial and economic construction of the EU and the eurozone has now reached the realm of the unsustainable. Something has to give as the boundaries of policy are stretched toward their outer limits while […]
Business Insider has compiled a colorful depiction of the largest debtor countries in the world. Here is the link: http://www.businessinsider.com/wef-countries-with-highest-level-of-government-debt-vs-gdp-2015-10. Does debt to GDP mean anything? The answer is maybe. And perhaps the second part of that answer is that it means a huge economic burden if there is intent to pay the debt back. […]
Why is Zika so important that you write about it often?” I have gotten that question many times. An update on the Zika situation follows. But first let me offer an explanation as to why I write about it. I believe that health issues and disease threats offer us the chance to assess the functioning of a political system. SARS, Ebola, bird flu, and now Zika show whether or not the political system can be proactive. The quality of governance of a country is revealed, and its functionality [...]
Before the Brexit vote and market turmoil I was privileged to share interview time on the “The Larry Kudlow Show,” hosted by Larry Kudlow, with a longtime friend, Jeff Kleintop of Schwab. Larry, Jeff, and I have had many discussions about markets and economics over the years. In addition to discussing the pros and cons […]