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Kotok’s Latest Posts

Latest Posts

  • 4 Stock Market Perspectives
    (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) “Would A Recession Blindside The Market?” is the title of Doug Ramsey’s December 6th Advisor Newsletter. Doug is Chief Investment Officer of The Leuthold Group and a fishing buddy when our calendars can overlap. I thank him for permission… Read more: 4 Stock Market Perspectives
  • Syria
    (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) Assad and company are now with his sponsor, asylum granting Putin (nickname is Putler), in Moscow.  “There is no plan yet for how to rule or control the country. What happens in Damascus, which is pretty far west,… Read more: Syria
  • Post-Election Analysis, China, Tariffs
    (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) On the day after the election, Kathleen Hays was kind enough to invite me to interview with my initial thoughts about the election outcome as we knew it to be then. I subsequently published a transcript of the… Read more: Post-Election Analysis, China, Tariffs
  • France, Turmoil, Credit Spreads
    (The following was first published on Cumberland Advisors’ website and via LISTSERV. For details, visit https://www.cumber.com/.) The political disruption in France has implications for the euro and for world financial markets. France is the second largest economy in Europe; Germany is first.  It was one of the original six countries that participated in the Maastricht… Read more: France, Turmoil, Credit Spreads
  • North Korea, Russia, and History
    David R. Kotok, November 24, 2024 (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) On Sunday, October 27, 2024, I cited the evolution of history in the WW2 era, in the 1930s and the 1940s, and got a lot of responses (“A History Lesson?” https://kotokreport.com/a-history-lesson/). We… Read more: North Korea, Russia, and History
  • How Lame Are the Ducks?
    David R. Kotok, December 1, 2024 (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) We wish all readers a safe and successful Thanksgiving weekend.  We’re about to enter the ‘’lame duck” congressional session.  Will we have 3 weeks of chaos or clarity? Let’s look at the… Read more: How Lame Are the Ducks?
  • Changes Coming for Financial Services
    David R. Kotok, November 20, 2024 (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) Financial market agents are paying close attention to the coming reorganization of the new Congress – for good reason. Changes are coming and they may be big. Here’s a link to the… Read more: Changes Coming for Financial Services
  • My Interview with Kathleen Hays on November 6, 2024
    David R. Kotok, November 17, 2024 (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) Kathleen Hays of Central Bank Central was kind enough to ask for my initial response to the election. Here’s the interview (edited for readability) which was recorded the day after Election Day.… Read more: My Interview with Kathleen Hays on November 6, 2024
  • Putin Expansionism in the New Era of Trump
    David R. Kotok, November 8, 2024 (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) “America has given us an unprecedented and powerful mandate,” the 78-year-old president-elect said to a roaring crowd of supporters. Today we start with an issue: geopolitical tensions. Will Trump 47 be Chamberlainesque,… Read more: Putin Expansionism in the New Era of Trump
  • President Proposes; Congress Disposes. Maybe?
    David R. Kotok, November 3, 2024 (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) “It is the duty of the President to propose and it is the privilege of the Congress to dispose.” – Franklin D. Roosevelt (https://www.brainyquote.com/quotes/franklin_d_roosevelt_396937) So, the president proposes and the Congress disposes.… Read more: President Proposes; Congress Disposes. Maybe?

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