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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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"Yippy"

“Yippy”

Did Trump pause tariffs announced on April 4 because people were “getting a little bit yippy” or because miscalculations spelled disaster?

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Trump Tariff Outcomes?

Trump Tariff Outcome?

Does the Trump bear market bring the S&P 500 Index down to 4000? Does it result in a drop of S&P earnings (2025–2026) down to the $200–$220 range? 

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DT 2.0 Tariffs

I asked expert David Blond why Trump and Co. selected a bizarre and discredited approach to create its trade deficit formula.

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Secondary Tariffs — Do They Work?

There’s a big difference between secondary tariffs and reciprocal tariffs. Their purpose and intention are different, and the outcomes may be different, too. Secondary tariffs are a form of economic warfare, like direct sanctions.

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Real CDC or Snake-Oil CDC?

Real CDC or Snake-Oil CDC?

In January 2025, a website styled as realcdc.org went live. It was an imitation CDC website right down to the graphics, but the information was different — on vaccines and autism, for example.

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Ukraine and Florida

Ukraine and Florida

This morning, we consider the blur of developments surrounding peace negotiations in Ukraine, their impacts on the Ukrainian-American community in Florida and Ukrainian refugees across the US, and possible outcomes. What will Putin agree to, and can he be trusted?

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