Strategic Petroleum Reserve Status
TLR has provided a critical and objective research analysis of the Strategic Petroleum Reserve. We have permission to share it.
July 26, 2026
David R. Kotok co-founded Cumberland Advisors in 1973 and during his career served as its Chief Investment Officer, CEO, and Board Chairman. Today, he serves as a Strategic Advisors to the firm and continues to write regular commentaries, author books & pamphlets, and speak at public events. David holds a B.S. in economics from the Wharton School of the University of Pennsylvania, an M.S. in organizational dynamics from the School of Arts and Sciences at the University of Pennsylvania, and an M.A. in philosophy from the University of Pennsylvania.
TLR has provided a critical and objective research analysis of the Strategic Petroleum Reserve. We have permission to share it.
A quick note after reviewing the events of recent strikes on Iran by the United States. We’re attaching a July 17th note which described, and we’ve excerpted from it, some of the targets.
Fed Chairman Warsh has announced excellent task force appointments, in my opinion. What models will they consider? Today we will talk about one of them — the Phillips Curve.
David R. Kotok’s financial market commentaries have appeared in publications including the New York Times, the Wall Street Journal, and Barron’s, and he has appeared on Bloomberg TV, Bloomberg Radio, Yahoo Finance TV, and other traditional & digital media outlets. He also shares his perspective on his own YouTube channel: youtube.com/@David-R-Kotok
