The Kotok Report published a special update titled 'Higher Yields Overdone?' by Cumberland Advisors.
Public source
Publisher name
Public post
Special Update: "Higher Yields Overdone?" by Cumberland Advisors https://lnkd.in/erJ5M4sk #markets #fixedincome
Company
The Kotok Report
David R. Kotok shares his lifetime of experience in economics, finance, investments, & more at dkotok.substack.com
- Industry
- Financial Services
- Location
- Sarasota, US
- Company size
- 2–10 employees
About The Kotok Report
With a half century background in economics and financial markets, Kotok has been a panelist or speaker on economic and financial matters at meetings and conferences in the United States and many venues around the world. He shares his analysis of market trends, monetary policy, and geopolitical developments through his writings, speeches, and media appearances. David has authored or co-authored five books, including The Fed and the Flu: Parsing Pandemic Economic Shocks (February 2025, https://www.thefedandtheflu.com/) Please visit https://www.davidkotok.com to contact David or request an interview or public speaking opportunity. There you can also read a robust collection of commentaries and monographs, find links to free resources and books he's authored or co-authored, or sign up for our email list and stay connected as David shares his opinions on economics, financial markets, world affairs, public health, and more.
See moreLatest activity
Latest activity from The Kotok Report
6 signals
Presence & Recognition
The Kotok Report featured Jim Bianco discussing AI, Inflation, Interest Rates, Housing, The Fed, and Kevin Warsh in an Inside the Modern Economy conversation.
Research & Knowledge
The Kotok Report published the latest Cumberland Advisors Week in Review end-of-week update on market conditions, equities, and bonds with Matt C. McAleer and John R. Mousseau.
Partnerships
The Kotok Report celebrated Camp Kotok's 25th anniversary by supporting the Downeast Lakes Land Trust and its work preserving the forests, lakes, streams, and watershed surrounding Grand Lake Stream.
Discover more
Similar signals
Similar public activity from other companies.
Research & Knowledge
KDI Wealth Management
KDI Wealth Management published a Markets in a Minute article exploring the growing tension between policymakers and the bond market, focusing on the U.S. Treasury expanding its buyback program for long-dated bonds after the 30-year Treasury yield climbed to its highest level in nearly two decades.
Research & Knowledge
GW&K Investment Management
GW&K Investment Management published an August Taxable Bond Snapshot exploring a flattening Treasury curve, stable investment-grade corporate spreads, outperformance across spread sectors, and the market impact of a more hawkish Federal Reserve outlook.
Research & Knowledge
LPL Financial
LPL Financial published the September Rate and Credit View exploring what's driving higher yields, why this is a normalization and not a crisis, and how income-oriented investors can take advantage of the back up in yields.
Research & Knowledge
Legacy Wealth Investment Counsel
Legacy Wealth Investment Counsel published a market commentary examining what's driving the move in Treasury yields and what it could mean for investors and portfolios.
Research & Knowledge
TreasuryBonds.com