The Economic Outlook at Home
August 27, 2015
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 […]
Puerto Rico Defaults – Our New Muni Book
August 4, 2015
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.
Venus and Jupiter
July 14, 2015
CIO of Cumberland Advisors David Kotok discusses heavenly movements and Earth-bound economies.
International Market Review: 2Q2015
July 9, 2015
David Kotok, long-time GIC board member and CIO of Cumberland Advisors, takes a look at the world's economies.
Greece – Moral Hazard
June 30, 2015
GIC Board Member and CIO of Cumberland Advisors David Kotok discusses moral hazard and Greece.
Circularity
June 23, 2015
David Kotok, GIC board member and CIO of Cumberland Advisors, discusses circularity from Leen's Lodge.
US Market Review: 1Q2015
April 2, 2015
CIO of Cumberland Advisors and GIC Board Member David Kotok recaps the US market for the first quarter of 2015.
Final Report from Paris
March 31, 2015
David Kotok, CIO of Cumberland Advisors and GIC board member, provides a recap of GIC's recent event in Paris in today's blog post.
Switzerland
January 20, 2015
David Kotok, CIO of Cumberland Advisors and GIC board member, comments on Switzerland.
Draghi? Draghi. Draghi!
January 8, 2015
GIC Board Member and CIO of Cumberland Advisors David Kotok discusses Mario Draghi's recent comments and the actions by the ECB.