October 12, 2026
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.
We will look at the midterms through a local lens. Specifically, Sydney Gruters versus Kelly Kirschner in the newly configured 16th Congressional District in Florida.
In America, we remember 9/11; our parents remember Pearl Harbor. In Israel, October 7 is the date; parents there remember the Yom Kippur War 50 years earlier.
American politics has a history of October surprises right before elections. October surprises happen in presidential election years — and they can happen in midterms. What choices are on the table?
We discussed the midterms and Maine’s 2nd Congressional District on Sept 22. This is the second commentary on midterms as part of a series.
We examine a possible trade. Consult your adviser about details and decisions. This missive is an opinion and is not investment advice.
The revocation of Temporary Protected Status for Haitian immigrants is hitting Florida the hardest. Will the midterms reveal a voter rejection of this policy?
One might think there is no connection between these subjects. And maybe they’re right. But maybe they’re wrong. We explore the latest measles epidemic breakout and how they relate.
We lead with Jim Bianco’s remarks on how war is changing, drawing on discussion at Leen’s Lodge in August, followed by thoughts about Cuba, which was discussed under the Chatham House Rule.
Mounting data shows that deporting immigrant workers erodes American jobs. TLRwire reports.
Seven articles and interviews from The Pinpoint Press, plus a Wall Street Journal report about topics at Camp Kotok.