-
Is It a Trump Bump or Trump Slump?
Try this. Take your portfolio and price the holdings on election day of last year (or a few days later, after the outcome of the Congress was known). Price it again on Inauguration Day (or use the opening day of the new Congress). Price it again today. Then, you decide. Is it a pullback of…
-
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…