Will Putin Release Kidnapped Ukrainian Children?
Topics for discussion between President Trump and Vladimir Putin at the Alaska meeting scheduled for August 15 are uncertain.
Letter from Camp Kotok 2025: A Retrospective
This Sunday is the closing day of our annual gathering in Maine. Camp Kotok 2025 fulfilled my highest expectations.
Camp Kotok Update: A Discussion of Putin’s Tactics in Ukraine
On Thursday evening, three Ukrainian eyewitnesses, one a military veteran, offered grim reports on what Putin’s forces are doing in Ukraine.
Camp Kotok Update: Up Tomah Stream
A brief report on day one of Camp Kotok, topics under discussion, and what lies ahead this week
On Fed Independence: Kathleen Hays Interviews Bob Eisenbeis and Charles Plosser
Eisenbeis: The Fed is not guilty of anything but doing its mandated job — and well. Plosser: Independent central banks have better policy outcomes.
Camp Kotok Update: Plenty to Talk About!
Standing on the deck at Leen’s Lodge yesterday afternoon, I previewed some of the discussions we will have at Camp Kotok this week.
Kotok Quick Take: On Campobello Island
Join me for a quick video visit to Campobello Island and the Roosevelts’ summer home there.
Jobs Report and Health Update
I comment following Friday’s dismal jobs report, and we turn to a healthcare-related update.
Kotok Quick Take — Tariffs as Equivalent to a $2/Gallon Gas Tax Increase? Adjust Up!
Yesterday’s tariff announcements will shift the size of the tariff shock yet again.
Market Discussion Series Part 7: Tariffs vs Gasoline Price Shocks — Similar?
Readers asked for a way to understand the magnitude of the tariff shock. Here’s one way to think about it.