Teethy Fish and Vernon Jones
Three tales of sharp teeth and long fights—but first, a history lesson from Vernon Jones
July 5, 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.
Three tales of sharp teeth and long fights—but first, a history lesson from Vernon Jones
There’s an elephant in the room; it’s influencing inflation, the Fed balance sheet, federal fiscal policy, and the Fed’s monetary policy discussions.
Please consider the evidence with an open mind and draw your own conclusion.
We examine the stock price for the Trump Media & Technology Group (DJT) versus the approval metrics for President Trump’s handling of inflation and the economy.
In plain language Bill Nelson offers a primer on Fed policy and the Fed’s floor system, its balance sheet size, and his view of a perpetual “Minsky Moment.”
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.
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.
In this Part 2 of this series, we examine the period leading up to the founding of the State of Israel.
If President Donald Trump can bring about a durable peace in the Middle East, he will have accomplished a remarkable feat (miracle?). IMO, it will take rendering Iran’s IRGC impotent to achieve that outcome.
Verified news reports about Russian satellite maneuvers trigger this question.
We look “under the hood” at the recent Producer Price Index report (BLS release, May 13) and don’t like what we see.
