Category: Markets

  • Tariffs & Financial Markets

    David R. Kotok, Cumberland Advisors Co-Founder and Chief Investment Officer, September 25, 2024 (The following was first published on Cumberland Advisors’ and The Kotok Report websites, and via LISTSERV. For details, visit https://www.cumber.com/ or https://kotokreport.com/.) Recently I received a well-thought-out communication from a reader offering the following: “Tariffs on foreign goods are said to be…

  • Readers Turn: Climate & Project 2025

    David R. Kotok, September 8, 2024 (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) Readers replied to our two-part series about Project 2025 and its impact on climate mitigation and the environment. Here are the links to parts 1 and 2: “Climate Change, Markets, Economics –…

  • Jacob Frenkel, Kathleen Hays, Fed’s Jackson Hole Meeting

    David R. Kotok, September 4, 2024, Cumberland Advisors Co-Founder and Chief Investment Officer (The following was first published on Cumberland Advisors’ website and via LISTSERV. For details, visit https://www.cumber.com/.) There have been many, many, many reports and podcasts and descriptions and interpretations from the Fed’s Jackson Hole meeting. I want to mention just one interview.…

  • Climate Change, Markets, Economics – Part 2

    David R. Kotok, September 1, 2024 (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) We wish our readers a pleasant Labor Day weekend.   Please take a few minutes for a serious commentary and then freely share it with friends, if you are so inclined.  They are…