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COVID, Vax, RFK Jr. — What’s Next?
by David R. Kotok and Elizabeth Sweet As we have watched over the last few months the cancelling of research grants and health-related programs and the firing of people with deep expertise in epidemiology and vaccine science, we are reminded of the immense contributions of Maurice Hilleman, chief of the Dept. of Virus Diseases at Walter… Read more: COVID, Vax, RFK Jr. — What’s Next?
The Bull Case?
(Please note: The Kotok Report is now also available on Substack at https://dkotok.substack.com.) Torsten Slok (Apollo) astutely titled a June 21st comment with “Has Trump Outsmarted Everyone on Tariffs?” His discussion is available to the public on the Apollo site: “Has Trump Outsmarted Everyone on Tariffs?” | The Daily Spark,https://go2.apollo.com/webmail/1047283/289831111/cffc8c0675d4a4846cec6eb584ea3b80f491b146bb5bcf76c74c36aca8bd0e30 Torsten: “Maybe the strategy is to maintain 30% tariffs on… Read more: The Bull Case?
Healthcare in America
This discussion of healthcare was prepared prior to last night’s news about US action against Iran’s nuclear weapons program. Seismic shifts may be underway in healthcare In January, McKinsey said this about the US healthcare sector: We estimate that healthcare EBITDA will increase at a 7 percent CAGR to $987 billion in 2028 from… Read more: Healthcare in America
President “Fiscal” and the Road Ahead
(Please note: The Kotok Report is now also available on Substack at https://dkotok.substack.com.) We will discuss the Israel-Iran war in coming Kotok Report posts. I would like to preface this Sunday’s commentary by wishing a happy 52nd Anniversary to Cumberland Advisors and a happy Father’s Day to all the dads in our readership. Let’s open today’s… Read more: President “Fiscal” and the Road Ahead
Inflation and the Fed
(Please note: The Kotok Report is now also available on Substack at https://dkotok.substack.com.) Dear Reader, Do you really think that inflation is tame enough for the Fed to start cutting rates? Take two minutes to look at the data. Here’s the Atlanta Fed’s compilation of various inflation estimators: “Inflation Project: Underlying Inflation Dashboard,” https://www.atlantafed.org/research/inflationproject/underlying-inflation-dashboard.aspx I have excerpted… Read more: Inflation and the Fed

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DISCLAIMER: The content on this website is provided for informational purposes only and should not be relied upon in any manner as professional advice or an endorsement of any practices, products, or services. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of David R. Kotok and should not be regarded as the views of Cumberland Advisors, Inc. or its employees or management, as a description of any investment advisory services provided by Cumberland Advisors, Inc. References to any securities or digital assets or performance data are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any charts and/or graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. David R. Kotok is currently an independent contractor and not an employee of Cumberland Advisors, Inc. He may independently receive payments from various entities for consulting, advisory and board functions, speaking fees, book royalties, advertisements in affiliated podcasts, blogs, and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship, or recommendation thereof, or any affiliation therewith, by the Content Creator, by David R. Kotok, or by Cumberland Advisors, Inc., or any of its employees. For additional disclaimers and disclosures see Cumberland Advisors’ website: https://www.cumber.com/.