Week In Review

Cumberland Advisors Week in Review (Jun 17, 2019 – Jun 21, 2019)


The Cumberland Advisors Week in Review is a recap of stories, commentary, and opinion from our staff. These aren’t revised assessments, and circumstances might have changed in the market from the time of unique publication. We also embrace older commentaries that our editors have decided may be of interest to our viewers. Your feedback  is all the time welcome.

Week In Review


Matt McAleer is out of the workplace this Friday. Gabriel Hament stands in with a fast update.

  • – Joyful First Day of Summer time!
  • – Do you’ve got questions relating to markets, commerce, the financial system, banking, or anything finance associated? Send them our approach and we’ll move them on to David who is up at Camp Kotok for the June 2019 session. David is leading discussions when not fishing in an setting that invitations dialogue and collisions between people from totally different elements of the finance world giving them opportunities to hone and increase their views underneath the Chatham House rule.
  • – We invite you to submit questions you’ve gotten about your private holdings. We’ll get back to you and share our ideas and concepts about how a Cumberland investment strategy might fit in your your private financial image.
  • – We’re honored and excited to share with you our news: Cumberland Advisors was chosen because the 2019 winner inside the Professional Providers category on the Sarasota Chamber of Commerce’s 29th Frank G. Berlin, Sr. Small Business Awards. Examine it here: https://www.cumber.com/cumberland-advisors-news-professional-services-business-of-the-year-award/

Watch under or at these hyperlinks:

Have an awesome weekend and an amazing begin to your summer time!

** LATEST MARKET COMMENTARY (https://www.cumber.com/category/market-commentary/)

2Q 2019

Review: International Fairness ETF https://www.cumber.com/cumberland-advisors-market-commentary-2q-2019-review-international-equity-etf/
William Witherell, Ph.D. 06/20/2019

Market Volatility ETF Portfolio 2Q 2019 Review: Rising VIX https://www.cumber.com/cumberland-advisors-market-commentary-market-volatility-etf-portfolio-2q-2019-review-rising-vix/
Leo Chen, Ph.D. 06/19/2019

Completely satisfied Anniversary! https://www.cumber.com/cumberland-advisors-market-commentary-white-house-considers-economist-judy-shelton-for-fed-board/
David R. Kotok 06/18/2019

Turandot https://www.cumber.com/turandot/
David R. Kotok 06/13/2019

What Does “Data-Dependent” Imply? https://www.cumber.com/what-does-data-dependent-mean/
Robert Eisenbeis, Ph.D. 06/12/2019

2% or 2% or -Zero.2%? https://www.cumber.com/2-or-2-or-0-2/
David R. Kotok 06/10/2019

Peter Navarro https://www.cumber.com/peter-navarro/
David R. Kotok 06/07/2019

More on Tariffs https://www.cumber.com/more-on-tariffs/
Robert Eisenbeis, Ph.D. 06/06/2019

Jingoism & Rare Earths https://www.cumber.com/cumberland-advisors-market-commentary-white-house-considers-economist-judy-shelton-for-fed-board/
David R. Kotok 06/05/2019

EU Election: Damaging However Might Have Been Worse https://www.cumber.com/eu-election-negative-but-could-have-been-worse/
William Witherell, Ph.D. 06/03/2019

Fed and Local weather Change https://www.cumber.com/cumberland-advisors-market-commentary-fed-and-climate-change/
David R. Kotok 05/30/2019

Might FOMC Minutes: Endurance https://www.cumber.com/cumberland-advisors-market-commentary-may-fomc-minutes-patience/
Robert Eisenbeis, Ph.D. 05/21/2019

Memorial Day Reflections https://www.cumber.com/memorial-day-reflections/
David R. Kotok 05/27/2019

5G, Huawei, Commerce Warfare, Capturing Struggle https://www.cumber.com/cumberland-advisors-market-commentary-5g-huawei-trade-war-shooting-war/
David R. Kotok 05/23/2019

Finally, Some Constructive Commerce Information https://www.cumber.com/cumberland-advisors-market-commentary-finally-some-positive-trade-news/
William Witherell, Ph.D. 05/21/2019

“Nations, Wars and Liberal Democracy” by George Friedman https://www.cumber.com/cumberland-advisors-market-commentary-nations-wars-and-liberal-democracy-by-george-friedman/
George Friedman 05/20/2019

Tariffs – Macroeconomic Versus Microeconomic Results: Within the Long Run We Are All Lifeless https://www.cumber.com/cumberland-advisors-market-commentary-tariffs-macroeconomic-versus-microeconomic-effects-in-the-long-run-we-are-all-dead/
Robert Eisenbeis, Ph.D. 05/17/2019

Robert Brusca Ph.D. on Tariffs, Commerce, and the Fed https://www.cumber.com/cumberland-advisors-market-commentary-robert-brusca-ph-d-on-tariffs-trade-and-the-fed/
Robert Brusca, Ph.D. 05/14/2019

White Home Considers Economist Judy Shelton for Fed Board https://www.cumber.com/cumberland-advisors-market-commentary-white-house-considers-economist-judy-shelton-for-fed-board/
David R. Kotok 05/13/2019

Enroll or see extra Market Commentary https://www.cumber.com/category/market-commentary/


On Friday, June 14, 2019, enterprise and group leaders gathered for the 29th Frank G. Berlin, Sr. Small Business Awards (https://www.sarasotachamber.com/small-business-awards.html) , in Sarasota, Fla. Three finalists have been selected throughout 5 classes: Hospitality and Tourism, Non-Profit, Merchandise and Providers, Retail and Skilled Providers. We are honored to share that Cumberland Advisors was selected because the winner inside the Professional Providers class.


Barron’s – Gold Is Surging. Easy methods to Play It With ETFs https://www.cumber.com/gold-is-surging-how-to-play-it-with-etfs/
Quoted: David Kotok 06/21/2019

Sarasota Herald-Tribune – USF Sarasota-Manatee scholarship to assist Visible Men Academy graduates https://www.cumber.com/usf-sarasota-manatee-scholarship-to-assist-visible-men-academy-graduates/
Quoted: David Kotok 06/21/2019

Sarasota Chamber of Commerce – Cumberland Advisors Information – Skilled Providers Business of the Yr Award https://www.cumber.com/cumberland-advisors-news-professional-services-business-of-the-year-award/
Quoted: Cumberland Advisors 06/21/2019

Barron’s – Too Many Uncertainties https://www.cumber.com/too-many-uncertainties/
Quoted: William Witherell, Ph.D. 06/21/2019

POLITICO – Trump revs up his Wayback Machine https://www.cumber.com/trump-revs-up-his-wayback-machine/
Quoted: Robert Eisenbeis, Ph.D. 06/20/2019

The Market Expects the Fed to Do Its Obligation https://www.cumber.com/the-market-expects-the-fed-to-do-its-duty/
Quoted: David Kotok 06/14/2019

Bond Buyer – Municipal calendar grows to $7B as the summer time reinvestment season arrives https://www.cumber.com/how-federal-tax-reform-has-impacted-real-estate/
Quoted: John R. Mousseau 05/30/2019

AdvisorHub – Giant-Cap Progress Shares Still Hold Luster https://www.cumber.com/large-cap-growth-stocks-still-hold-luster/
Quoted: David R. Kotok 05/31/2019

POLITICO – Trump’s two-front trade conflict triggers alarms https://www.cumber.com/trumps-two-front-trade-war-triggers-alarms/
Quoted: David R. Kotok 05/31/2019

Bloomberg – Trade Struggle’s Hammerlock on Bond Market Puts Decrease Yields in Sight https://www.cumber.com/trade-wars-hammerlock-on-bond-market-puts-lower-yields-in-sight/
Quoted: David R. Kotok 05/18/2019

CNN Enterprise – Why the US-China commerce warfare gained’t final https://www.cumber.com/why-the-us-china-trade-war-wont-last/
Quoted: David R. Kotok 05/14/2019

POLITICO – Markets freak (a bit ) https://www.cumber.com/markets-freak-a-little/
Quoted: David R. Kotok 05/08/2019

Bloomberg Radio – Bloomberg Dawn Asia: Wear a Helmet When Doing Falconry With These Hawks https://www.cumber.com/bloomberg-daybreak-asia-wear-a-helmet-when-doing-falconry-with-these-hawks-radio/
Quoted: David R. Kotok 05/06/2019

Bloomberg Radio – The Fed Decides https://www.cumber.com/the-fed-decides-radio-podcast-bob-eisenbeis-on-bloomberg-markets/
Quoted: Robert Eisenbeis, Ph.D. 05/02/2019

WisdomTree – A Distinctive Lens on Danger Management https://www.cumber.com/a-unique-lens-on-risk-management/
Quoted: Matt McAleer 05/01/2019


Be a part of David Kotok for current interviews with Bloomberg & Yahoo Finance.

TV Appearances


Dealing with Geopolitical Danger: The Case of South Korea
by David R. Kotok
Might 28, 2010
Tensions have reemerged and reached a brand new peak on the Korean peninsula, following the sinking of a South Korean warship with the lack of 46 sailors, after it was struck by a North Korean torpedo. South Korea moved to cut trade with the North by 50%, denied North Korean ships using its sea lanes, and designated the North as its “principal enemy,” a term that has not been used in the course of the previous six years of detente. South Korea is looking upon the UN to censure North Korea. The US and South Korea have introduced major combined naval workouts. Lastly, in what can solely be thought-about a symbolic move, the South has resumed broadcasting propaganda songs across the border. In response, the North banned South Korean ships and planes from using its airspace and sea lanes, stated it was slicing all ties with the South, and can expel all South Korean officers from a joint industrial park in the North. Ominously, there are stories that the North Korean leader, Kim Jong-il has ordered the North Korean army to be ready for warfare. In the newest escalation of tensions, North Korea threatened to scrap all “military assurance agreements” with South Korea. These agreements are safeguards towards unintentional armed clashes. Additionally they shield the security of South Korean staff in that industrial enclave in the North. U.S. and South Korean forces have elevated their five-step alert degree by one step to the second highest degree. Continued: https://www.cumber.com/coping-with-geopolitical-risk-the-case-of-south-korea/


Our associates at The International Interdependence Middle (GIC) host conferences around the globe with an emphasis on stimulating considerate, international dialogue on a variety of points that have an effect on the international group. This June and July they’re that includes two of our people from Cumberland Advisors.

On Monday, June 24, 2019, The International Interdependence Middle is returning to Chicago, IL for a conference with the Federal Reserve Bank of Chicago to discuss subjects similar to financial policy, commerce, manufacturing, productiveness and labor drive issues and to listen to a keynote tackle on globalization by Catherine L. Mann, Ph.D., International Chief Economist, Citi. John Mousseau will converse through the State of the State’s Fiscal Challenges panel session.

On Thursday, July 11, 2019, at Victor, ID, The International Interdependence Middle and the Bronze Buffalo Basis collect economists, bankers, teachers, and finance business representatives simply outdoors of Jackson Hole, Wyoming. The Eleventh Annual Rocky Mountain Financial Summit will convey collectively economists and entrepreneurs from around the country to debate issues and alternatives referring to the worldwide financial system, featuring a talk with David R. Kotok and a keynote tackle delivered by Tom Barkin, the President and CEO of the Federal Reserve Bank of Richmond.

You’re invited to hitch John or David at one of many above occasions and price and registration particulars might be discovered here: https://www.interdependence.org/events/browse/

See the unique formatted Week in Review submit at our E-mail Publication website and be happy to share your feedback relating to this publish or others: https://us8.campaign-archive.com/?u=d6f020f3bd6a1e2c4eb254e6c&id=f01d7cfd44