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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,…
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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,…
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Trump 2.0 & Healthcare?
In the US stock market, the healthcare sector is represented by the sector spider XLV. Here’s a recent pre-inauguration picture of the sector spider’s performance. As of pre-inauguration, on January 17, 2025, the ten largest holdings in this sector spider ETF were: Eli Lilly and Co. 11.58% UnitedHealth Group Inc. 9.12% Johnson & Johnson: 6.90%…
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Camp Kotok – Judith Monroe from CDC Foundation & David Kotok explore Zika & other initiatives of CDC
Camp Kotok – Dr. Judy Monroe from the CDC Foundation discusses her role, Zika, Ebola, viruses and viral outbreaks, how they can do things governments can’t do, and more with David Kotok. This talk with Judith Monroe includes how the foundation helps fulfill and extend the CDC’s mission and challenges. How can you support the…
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Senator John Thune
David R. Kotok, September 29, 2024 (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) I personally favor Senator John Thune to succeed Mitch McConnell as leader of the Senate Republican Conference in the forthcoming Congress. Here’s why. Please note that this is my own view and…
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Healthcare and Project 2025
David R. Kotok, August 4, 2024 (The following was first published on Cumberland Advisors’ website and via LISTSERV. For details, visit https://www.cumber.com/.) I’ve written previously about healthcare and how it is about 18% of the total US GDP. For specific portfolio questions, go to Matt McAleer or John Mousseau or email me. The rest of this…