Kotok Quick Take: Gold, Electrical Power, and Possibility
I offer a few quick notes on the rising price of gold and the possibility that its high price can help rebuild US infrastructure.
October 10, 2025
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.
I offer a few quick notes on the rising price of gold and the possibility that its high price can help rebuild US infrastructure.
I weigh in on the Trump administration’s appalling, disruptive, and shameful attempt at intervention in the affairs of a private university (UPenn).
The amicus brief filed with SCOTUS on behalf of Lisa Cook and focused on Fed independence, is historically unique and vitally important. The list of “amici” warrants reading.
If a shutdown results from this political impasse, who benefits? Who suffers? Let’s talk.
For a pace change this Sunday, we offer a podcast interview I did with Martin Mezei on life and business lessons and our new book.
Today we point to Mike Green’s valuable follow-up discussion of the $100,000 visa fee.
We follow up last Sunday’s missive with more evidence that Trump’s inept subordinates and policy moves are undermining his agenda.
Chris Whalen’s revelation that Bill Pulte canceled his scheduled speech to mortgage bankers in Washington triggers this quick note.
We size up the “blast radius” of the Georgia ICE raid shock to Korean investment in US manufacturing, with more than twenty projects paused.
My reflections on a somber 9/11 follow as we face tragic current events.
The magnitude of climate change impacts and their costs depends on our choices. We look at where things stand.
