Cumberland Advisors Market Commentary: ESG
October 25, 2022
In the latest Cumberland Advisors Market Commentary, David Kotok recapped GIC's latest program, Environmental, Social, and Corporate Governance with Rowan University, held on October 14, 2022.
Yield Curve Control
June 16, 2022
David Kotok and Cumberland Advisors published an 80-page study pamphlet on yield curve control and its effects on global interest rates and recapped it in a recent Cumberland Advisors Commentary.
Vaccines: A Delta Update
June 27, 2021
In his recent Cumberland Advisors Market Commentary, David Kotok gives an update on the COVID-19 Delta variant.
COVID-19 Impacts and Philanthropic Opportunities: GGA Interview with Atlanta Fed President Raphael Bostic
May 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.
About Masks (Plus a personal note at the end)
April 24, 2020
GIC Board Member, David Kotok discusses the rationale for wearing face masks during the COVID-19 pandemic in this submission of Cumberland Advisors Market Commentary.
Cumberland Advisors Market Commentary – Paul Volcker
December 18, 2019
GIC Board Member, David Kotok reflects on the life of Paul Volcker in this submission of Cumberland Advisors Market Commentary.
Nine-Eleven
September 11, 2019
GIC Board Member, David Kotok reflects on his experiences of September 11, 2001 in this submission of Cumberland Advisors Market Commentary.
California High on Cannabinoid Wellness
January 10, 2018
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.
Charlottesville
August 17, 2017
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 […]
US-Canada Border. Also Markets.
April 4, 2017
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 […]
Reflecting on South America Trip
March 13, 2017
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 […]
Europe: Mourning and Markets
December 6, 2016
“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 […]