Deportation Damage: Job Destruction
Mounting data shows that deporting immigrant workers erodes American jobs. TLRwire reports.
Reports from Camp Kotok: Rick Newman and Hannah Erin Lang
Seven articles and interviews from The Pinpoint Press, plus a Wall Street Journal report about topics at Camp Kotok.
Gold, Central Banks, Markets, & US Treasury Debt
We offer several views, including mine, on the theme of gold, money, and policy. Special thanks to Chris Whalen (The Institutional Risk Analyst) for his interview and to Lyric Hale (econVue) for her essay.
9/11 Remembrance & Recollection
Twenty-five years since 9/11, I reshare my personal reflections from September 11, 2002 and how lucky I am to be alive.
Kotok Report Quick Take — PPI is Hot!
Political dysfunction, Producer Price Index for intermediate demand, and canoe views of Grand Lake Stream, Maine.
Warsh!
The Trump honeymoon with Warsh is over. I add my view after sharing two other perspectives, from Jacob Frenkel and Bill Nelson.
Hope Florida Scandal Bad for Business
It took a “leaked” grand jury report to reveal this scandal. The damage to Florida business will never be tallied. This scandal rivals the Teapot Dome scandal or the Nixon 18½-minute tape scandal, IMO.
Camp Kotok Answers a Challenge, a Fire Saves America, and L-MAGA vs. MAGA
This 25th anniversary year our Camp Kotok group helped the Downeast Lakes Land Trust. The story around this and the broader conservation movement may surprise you.
Quick Take: Proposals to Fund the Social Security Trust Fund, and What We Shouldn’t Do
We address idea of the taking a trillion dollars created out of thin air by the Federal Reserve by repricing the gold certificate on their books and immediately putting it in the Social Security trust fund.
Defense/Aerospace Sector Curve Ball
Trump’s first time ever use of Section 338 tariffs has raised risk to the defense investment sector because of the possible change in the Canadian F-35 future purchase decision.