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Camp Kotok Update: Plenty to Talk About!

Camp Kotok – Plenty to Talk About

There has never been more to talk about at Camp Kotok. Fifty people, 51 perspectives. Stay tuned for updates this week!

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Insider Trading Within Government

Insider Trading Within Government

We have witnessed repeated reports of unusual transactions right before public announcements. This is NOT corporate insider trading. Is it government insider trading?

The RFK Jr. Health Recession, Part 5

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We consider (1) what the US hantavirus outbreak response tells us about US readiness, (2) the consequential matter of public health messaging, and (3) the economic impacts of discouraging the treatment of depression and anxiety with SSRIs.

Hormuz Quick Take 5/6/2026

Hormuz Quick Take 5/6/2026

As this morning’s headlines suggest progress toward ending the Iran War, I reflect on the markets, a measure of hope, and the enduring problem of the IRGC.

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