Search

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.

Subscribe to The Kotok Report

Kotok Report Website Title Graphic - Ebola

Ebola

The 2026 Ebola outbreak in the Democratic Republic of the Congo and Uganda is a reminder that infectious disease threats do not stay neatly inside national borders.

Read More »
Kotok Report Website Title Graphic - Getting Screwed by the Screwworm Quick Take

Getting Screwed by the Screwworm Quick Take Jun 09, 2026

We eradicated the screwworm scourge a half century ago. Thanks to the new policy led by the co-author of Project 2025, the screwworms have returned and will cost Texas and all of American ranchers billions while threatening citizens with a fatal infection that they don’t know about and are not prepared for.

Read More »
The RFK Jr. Health Recession, Part 5

The RFK Jr. Health Recession, Part 5

We consider (1) what the US hantavirus outbreak response tells us about US readiness, (2) the consequential matter of public health messaging, and (3) the economic impacts of discouraging the treatment of depression and anxiety with SSRIs.

Read More »
Hormuz Quick Take 5/6/2026

Hormuz Quick Take 5/6/2026

As this morning’s headlines suggest progress toward ending the Iran War, I reflect on the markets, a measure of hope, and the enduring problem of the IRGC.

Read More »
Skip to content