There has never been more to talk about at Camp Kotok. Fifty people, 51 perspectives. Stay tuned for updates this week!
To understand some of the US-Venezuela policy, we must follow the money. Here’s the story as we see it today.
Jeanine Pirro’s criminal investigation of Fed Chair Jerome Powell over a long-term, publicly reviewed Fed building project and over Powell’s related testimony is dominating the headlines. We assess market reactions and implications.
For me, 2025 was a year of accomplishments and change. Here’s to a year of navigating an eventful 2026 together!
We estimate the market-based pricing of outcomes of the forthcoming SCOTUS decision and its impact on interest rates and the term structure slope.
David would love to hear from you. Please Feel free to reach out and send an email.