There has never been more to talk about at Camp Kotok. Fifty people, 51 perspectives. Stay tuned for updates this week!
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.
Twenty-five years since 9/11, I reshare my personal reflections from September 11, 2002 and how lucky I am to be alive.
Political dysfunction, Producer Price Index for intermediate demand, and canoe views of Grand Lake Stream, Maine.
The Trump honeymoon with Warsh is over. I add my view after sharing two other perspectives, from Jacob Frenkel and Bill Nelson.
David would love to hear from you. Please Feel free to reach out and send an email.