
Caracas, Havana, & Grand Lake Stream, Maine
We lead with Jim Bianco’s remarks on how war is changing, drawing on discussion at Leen’s Lodge in August, followed by thoughts about Cuba, which was discussed under the Chatham House Rule.
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.

We lead with Jim Bianco’s remarks on how war is changing, drawing on discussion at Leen’s Lodge in August, followed by thoughts about Cuba, which was discussed under the Chatham House Rule.

Mounting data shows that deporting immigrant workers erodes American jobs. TLRwire reports.

Seven articles and interviews from The Pinpoint Press, plus a Wall Street Journal report about topics at Camp Kotok.
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