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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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Measles Resurgence Comes with High Costs
In 2021, a team of researchers published their tally of the economic costs imposed by a measles outbreak in Washington State spanning the first four months of 2019. There were 72 cases then, as opposed to 1001 confirmed cases so far in the current US outbreak, which is not losing momentum. The results are instructive.… Read more: Measles Resurgence Comes with High Costs
Maybe It Won’t Be So Bad?
Yesterday, Kathleen Hays released an excellent video interview with macroeconomist Mickey Levy, a Visiting Scholar at the Hoover Institution. We recommend the interview for two reasons. First, Levy is a globally respected and experienced professional. Second, he offers scenarios regarding the impact of tariffs and does so with balance and not shrill alarmist warnings. He… Read more: Maybe It Won’t Be So Bad?
Trump — 100 Days in a Single Chart
“I think the good parts are the Trump economy, and the bad parts are the Biden economy because he’s done a terrible job.” Donald Trump’s words, Meet the Press interview, May 4, 2025. Today, a single chart provides a view of Trump’s first 100 days. Readers may evaluate the statement made by the president for themselves. The chart… Read more: Trump — 100 Days in a Single Chart
Tariffs: A Black Eye for Services
Unfortunately, the broad damage to the US economy caused by Trump’s tariff war and tariff talk extends to the vast services sector, which was thriving through 2024. The service sector includes just about anything that doesn’t come out of a factory, farm, mine, or oil well. It includes retailers, restaurants, and hotels, as well as… Read more: Tariffs: A Black Eye for Services
Tariffs, Trade, and the Coming Recession
At the Global Interdependence Center’s 2025 Monetary and Trade Conference last week, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree, and I shared an in-depth discussion on his Behind the Markets podcast. The entire podcast is a valuable listen; our discussion starts at 30:19. I invite readers to listen. Here’s the program description: Host Jeremy Schwartz and… Read more: Tariffs, Trade, and the Coming Recession

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