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FedNow
David R. Kotok, October 6, 2024 (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) A rule of thumb is that when politics gets inserted into the management of your money, be very careful and watch the money. We’ve seen that with ETFs like ACVF or ESGU…
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Behind the Curve?
David R. Kotok, September 22, 2024 (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) Today let’s consider why the Fed should always operate “behind the curve” (where there is data to rely on). It is important to note that the yield curve is not inverted anymore.…
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Jacob Frenkel, Kathleen Hays, Fed’s Jackson Hole Meeting
David R. Kotok, September 4, 2024, Cumberland Advisors Co-Founder and Chief Investment Officer (The following was first published on Cumberland Advisors’ website and via LISTSERV. For details, visit https://www.cumber.com/.) There have been many, many, many reports and podcasts and descriptions and interpretations from the Fed’s Jackson Hole meeting. I want to mention just one interview.…
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The Fed’s Balance Sheet
David R. Kotok, August 14, 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/.) Now that financial market agents and media pundits have collaborated in planning for one, two or three Fed rate cuts this year, the attention, and the debate,…