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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…
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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…
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Tariffs & Financial Markets
David R. Kotok, Cumberland Advisors Co-Founder and Chief Investment Officer, September 25, 2024 (The following was first published on Cumberland Advisors’ and The Kotok Report websites, and via LISTSERV. For details, visit https://www.cumber.com/ or https://kotokreport.com/.) Recently I received a well-thought-out communication from a reader offering the following: “Tariffs on foreign goods are said to be…
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Biden, Trump, Putin, Kim, Xi, Khamenei, et al., by David R. Kotok, July 7, 2024
(The following was first published on Cumberland Advisors’ website and via LISTSERV. For details, visit https://www.cumber.com/.) Biden and Trump: They have been and are being observed in real time by Putin, Kim, Xi, Khamenei, et al. Disclosure: as this is written, Cumberland has an overweight position in US defense-aerospace. For details talk with Matt McAleer. Academy Securities’…