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A Nuanced Tone

September 4, 2015
Michael Drury
Michael Drury

Last week, many Fed officials gathered at the Kansas City Fed’s Jackson Hole Symposium to give their take on the need to make or delay the initial rate hike. Vice Chairman Stanley Fisher carried the Fed’s central message – it is still too early to decide about a September hike. Before he spoke, several speakers […]

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The Economic Outlook at Home

August 27, 2015
David R. Kotok
David R. Kotok

Our best outlook through this murky fish tank is that we are growing slowly in the US and gradually improving. We see 2.5 to 3 million new, nonfarm payroll jobs a year at an annual rate. We do not see robust and rising wage pressure or strong inflationary forces. We do have extremely low interest […]

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The “Maine” Event

August 24, 2015
Jill Fornito
Jill Fornito

GIC Director of Operations Jill Fornito talks about her recent trip to Maine and Camp Kotok.

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The Yuan Devaluation: Unexpected but Economically Sensible

August 18, 2015
Bill Witherell
Bill Witherell

Bill Witherell of Cumberland Advisors discusses the devaluation of the Yuan.

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An Unsettling Equilibrium

August 6, 2015
Michael Drury
Michael Drury

GIC Chairman Michael Drury takes a look at the global economy today.

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Puerto Rico Defaults – Our New Muni Book

August 4, 2015
David R. Kotok
David R. Kotok

GIC Board Member David Kotok talks about Puerto Rico's default and his new book, Adventures in Muniland, in advance of his book signing with GIC on August 20 in Philadelphia.

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Staying with Japan Equities

July 28, 2015
Bill Witherell
Bill Witherell

Bill Witherell of Cumberland Advisors talks about investing in Japan.

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“Over the Pass”

July 23, 2015
Jill Fornito
Jill Fornito

Jill Fornito provides a follow up to her previous blog on Jackson Hole, WY.

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Looking Beyond Greece to Eurozone Equity Opportunities

July 21, 2015
Bill Witherell
Bill Witherell

Bill Witherell of Cumberland Advisors talks about the Eurozone, outside of Greece.

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The Not So Rosy Jobs Recovery

July 16, 2015
William Dunkelberg
William Dunkelberg

Chief Economist of the NFIB Bill Dunkelberg compares this economic recovery to the 1980s recovery.

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Venus and Jupiter

July 14, 2015
David R. Kotok
David R. Kotok

CIO of Cumberland Advisors David Kotok discusses heavenly movements and Earth-bound economies.

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International Market Review: 2Q2015 

July 9, 2015
David R. Kotok
David R. Kotok

David Kotok, long-time GIC board member and CIO of Cumberland Advisors, takes a look at the world's economies.

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