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 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.
It took a “leaked” grand jury report to reveal this scandal. The damage to Florida business will never be tallied. This scandal rivals the Teapot Dome scandal or the Nixon 18½-minute tape scandal, IMO.
This 25th anniversary year our Camp Kotok group helped the Downeast Lakes Land Trust. The story around this and the broader conservation movement may surprise you.
We address idea of the taking a trillion dollars created out of thin air by the Federal Reserve by repricing the gold certificate on their books and immediately putting it in the Social Security trust fund.
Trump’s first time ever use of Section 338 tariffs has raised risk to the defense investment sector because of the possible change in the Canadian F-35 future purchase decision.
President Trump’s use of Great-Depression-era Smoot 338 tariffs, the first time ever in US history, has opened a Pandora’s Box that may alter the outcome of the midterms.
A short story dedicated to Stanley F. Druckenmiller in honor of his August 24th WSJ editorial, followed by two essential reads.
Today we examine a possible trade. Consult your adviser for details and decisions. This discussion is not investment advice.
This weekend we witnessed a first-time use of Smoot-Hawley in American history: Trump actually deployed Section 338 of the Depression-era law against Canada. IMO, this is serious.