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Here you will find David Kotok’s latest posts on a wide variety of topics, some of which include finance, investing and the economy, local and global issues, dining, and fishing, just to mention a few. Don’t miss a thing – Join our email list:

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Trump’s Tariff War
I will use just one of many incoming messages to summarize the nearly universal view about the Trump tariff announcement. Doc A. wrote: I haven’t made a prediction in 5 years, but I just read 3 emails from “news” agencies that made mumbled speculations about today. It seems clear to me. Here’s what I see… Read more: Trump’s Tariff War
Secondary Tariffs – Do They Work?
First, the definition — “A secondary tariff is a monetary sanction imposed on countries that trade with a country with which the US is at odds, such as Venezuela. This type of tariff aims to pressure these countries to reduce their involvement in the trade of goods or services with the US target country. For… Read more: Secondary Tariffs – Do They Work?
Measles and US Public Health
(Shutterstock) Lessons from history, reported in our new book, The Fed and the Flu: Parsing Pandemic Economic Shocks, are playing out in Texas and 19 other states as measles outbreaks continue to expand, principally sickening unvaccinated children. The CDC maintains a webpage on “Measles Cases and Outbreaks,” updated each Friday. On Friday, March 28, the CDC reported,… Read more: Measles and US Public Health
Lost Pages: Eroding Our Confidence in Public Data
Here’s a guest post from Philippa Dunne & Doug Henwood of TLR Analytics on the implications of an executive order purging advisory boards that ensure the reliability of BLS data. I am in 100% agreement with their message. David R. Kotok, March 27, 2025 (The above was first published on The Kotok Report website and via LISTSERV.… Read more: Lost Pages: Eroding Our Confidence in Public Data
Real CDC or Snake-Oil CDC?
We are in a new information landscape, one that has immense benefits but also serious consequences. To adapt to the dense jungle of our information ecosystem, we must become responsible information consumers in ways we’ve never had to before. It’s hard but desperately needed for our health and our democracy.(Your Local Epidemiologist) In January 2025,… Read more: Real CDC or Snake-Oil CDC?

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A Spring Arrival in Colorado

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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/.