David R. Kotok, Author at The Kotok Report

Trump’s Math Gaffes

There are two errors. He didn’t make them. He did read them aloud to the entire world.

“Yippy”

Did Trump pause tariffs announced on April 4 because people were “getting a little bit yippy” or because miscalculations spelled disaster?

Tariffs — Damn the Torpedoes!

On April 4, Jack Farley and I discussed the Trump 2.0 tariffs in depth, and I held nothing back.

Trump Tariff Outcome?

Does the Trump bear market bring the S&P 500 Index down to 4000? Does it result in a drop of S&P earnings (2025–2026) down to the $200–$220 range?

DT 2.0 Tariffs

I asked expert David Blond why Trump and Co. selected a bizarre and discredited approach to create its trade deficit formula.

Trump’s Tariff War

A bleak view about the Trump tariff announcement is nearly universal.

Secondary Tariffs — Do They Work?

There’s a big difference between secondary tariffs and reciprocal tariffs. Their purpose and intention are different, and the outcomes may be different, too. Secondary tariffs are a form of economic warfare, like direct sanctions.

Measles and US Public Health

Accelerating measles outbreaks and decisions surrounding them indicate where we are heading with regard to public health in the US.

Lost Pages: Eroding Our Confidence in Public Data

Here’s a guest post from Philippa Dunne & Doug Henwood of TLR Analytics on the implications of an executive order purging advisory boards that ensure the reliability of BLS data.

Real CDC or Snake-Oil CDC?

In January 2025, a website styled as realcdc.org went live. It was an imitation CDC website right down to the graphics, but the information was different — on vaccines and autism, for example.

Subscribe to The Kotok Report

QUICK LINKS

CONTACT

The information posted on this website (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of David Kotok, and should not be regarded as the views of Cumberland Advisors Inc., its Officers, Directors or employees or as a description of advisory services. David R. Kotok is currently an independent contractor and not an employee of Cumberland Advisors, Inc. He may independently receive payments from various entities for consulting, advisory and board functions, speaking fees, book royalties, advertisements in affiliated podcasts, blogs, and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship, or recommendation thereof, or any affiliation therewith, by the Content Creator, by David R. Kotok, or by Cumberland Advisors, Inc., or any of its employees.

Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. It also should not be construed as an offer soliciting the purchase or sale of any security mentioned. Nor should it be construed as an offer to provide investment advisory services by David Kotok. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

This content, which may contain security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as investment advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

Any charts provided here are for informational purposes only and should not be relied upon when making any investment decision. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss. Any projections, estimates, forecasts, targets, prospects and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Information in charts has been obtained from third-party sources deemed to be reliable. While taken from sources believed to be reliable, David Kotok makes no representations about the accuracy of the information or its appropriateness for a given situation. All content speaks only as of the date indicated.

Copyright: © 2024 The Kotok Report. All rights reserved.