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Insights and Reflections

David Kotok offers insights and analysis on current economic and political issues and their potential impact on global financial markets. David’s articles and financial market commentaries have appeared in The New York Times, The Wall Street Journal, Barron’s, and other publications. He is a frequent contributor to Bloomberg TV, and Bloomberg Radio, Fox Business, and other media.

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Iran Ceasefire Quick Note

Iran Ceasefire Quick Note

We can all follow the unfolding situation. Biased media reports range from extreme-right praise to extreme-left criticism. But one question is fundamental!

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Hormuz & Sovereign Wealth Funds

Hormuz & Sovereign Wealth Funds

Iran’s drones and missiles targeted seven neighboring states from the Arabian Peninsula to Türkiye and attempted a long-range attack on the US base at Diego Garcia. Today, we discuss the Iran War and sovereign wealth funds (SWFs).

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The Iran War Pause

The Iran War Pause

Abrupt and startling changes with multiple media reporting various views. What can we determine from this blistering pace? Is there a Kurdish connection?

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