4 Stock Market Perspectives
“Would A Recession Blindside The Market?” is the title of Doug Ramsey’s December 6th Advisor Newsletter.
Post-election Analysis, China, Tariffs
On the day after the election, Kathleen Hays was kind enough to invite me to interview with my initial thoughts about the election outcome as we knew it to be then. I subsequently published a transcript of the interview and the link to Kathleen’s Substack.
How Lame Are The Ducks?
We wish all readers a safe and successful Thanksgiving weekend. We’re about to enter the ‘’lame duck” congressional session. Will we have 3 weeks of chaos or clarity?
North Korea, Russia, and History
On Sunday, October 27, 2024, I cited the evolution of history in the WW2 era, in the 1930s and the 1940s, and got a lot of responses (“A History Lesson?” https://kotokreport.com/a-history-lesson/). We thank readers for those responses.
One astute reader had a sensible question about my October 27th missive. He asked, how could Stalin’s divisions that he sent into Germany have been combat-trained against the Japanese when the dates don’t work?
Changes Coming for Financial Services
Financial market agents are paying close attention to the coming reorganization of the new Congress – for good reason. Changes are coming and they may be big.
My Interview With Kathleen Hays on November 6, 2024
Kathleen Hays of Central Bank Central was kind enough to ask for my initial response to the election. Here’s the interview (edited for readability) which was recorded the day after Election Day.
Putin Expansionism in the New Era of Trump
“America has given us an unprecedented and powerful mandate,” the 78-year-old president-elect said to a roaring crowd of supporters.
President Proposes; Congress Disposes. Maybe?
“It is the duty of the President to propose and it is the privilege of the Congress to dispose.”
– Franklin D. Roosevelt
A History Lesson?
This Sunday’s missive is about geopolitical risk and what may be leading to a war. IMO, we already have a “proxy” war. Did we learn anything from the 1930s? Is history “rhyming?”
Election, Options, Betting Markets
The presidential election betting has made headlines in a unique way in this 2024 election marathon. So has stock option trading. Some speculate that the two have become interrelated. Here’s some food for thought.
