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COVID-19 Impacts and Philanthropic Opportunities: GGA Interview with Atlanta Fed President Raphael Bostic

May 31, 2020
David R. Kotok
David R. Kotok

GIC Board Member, David Kotok provides insight into an interview with Atlanta Fed President Raphael Bostic in this submission of Cumberland Advisors Market Commentary.

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About Masks (Plus a personal note at the end)

April 24, 2020
David R. Kotok
David R. Kotok

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.

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Cumberland Advisors Market Commentary – Paul Volcker

December 18, 2019
David R. Kotok
David R. Kotok

GIC Board Member, David Kotok reflects on the life of Paul Volcker in this submission of Cumberland Advisors Market Commentary.

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Nine-Eleven

September 11, 2019
David R. Kotok
David R. Kotok

GIC Board Member, David Kotok reflects on his experiences of September 11, 2001 in this submission of Cumberland Advisors Market Commentary.

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California High on Cannabinoid Wellness

January 10, 2018
David R. Kotok
David R. Kotok

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.

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Charlottesville

August 17, 2017
David R. Kotok
David R. Kotok

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 […]

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US-Canada Border. Also Markets.

April 4, 2017
David R. Kotok
David R. Kotok

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 […]

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Reflecting on South America Trip

March 13, 2017
David R. Kotok
David R. Kotok

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 […]

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Europe: Mourning and Markets

December 6, 2016
David R. Kotok
David R. Kotok

“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 […]

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Debt, GDP, Interest Rate Shock

October 24, 2016
David R. Kotok
David R. Kotok

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. […]

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Zika, Cuba, American Politics

October 4, 2016
David R. Kotok
David R. Kotok

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 [...]

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US, Germany, Japan: Post Brexit

June 24, 2016
David R. Kotok
David R. Kotok

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 […]

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