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Cuba Updated, by David R. Kotok, June 23, 2024
(The following was first published on Cumberland Advisors’ website and via LISTSERV. For details, visit https://www.cumber.com/.) A Cuba Update (June 2024) “Cuba Series, Part 1: The Bay of Pigs,” Feb. 04, 2024, https://www.cumber.com/market-commentary/cuba-series-part-1-bay-pigs“Cuba Series, Part 2: US Sanctions on Cuba?” Feb. 11, 2024, https://www.cumber.com/market-commentary/cuba-series-part-2-us-sanctions-cuba“Cuba Series, Part 3: Healthcare,” Feb. 18, 2024, https://www.cumber.com/market-commentary/cuba-series-part-3-healthcare“Cuba Series, Part 4: Helms–Burton & Readers Respond,”…
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France, by David R. Kotok, June 21, 2024
(The following was first published on Cumberland Advisors’ website and via LISTSERV. For details, visit https://www.cumber.com/.) “How can you govern a country with two hundred thirty-eight varieties of cheese?” “• François Mitterrand, President of France, 1981–1995 Henry Kissinger to Chinese Premier Zhou Enlai in 1972: “What do you think of the French revolution?” Zhou: “Too…
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Trump Verdict & Markets, by David R. Kotok, June 3, 2024
(The following was first published on Cumberland Advisors’ website and via LISTSERV. For details, visit https://www.cumber.com/.) I received an email from a retired NY judge, who noted the 574-point rally in the Dow Jones Industrials as a positive response to Trump’s guilty verdict. I disagreed. I believe markets rallied post-verdict for other reasons. Markets are still…