Category: Healthcare

  • 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…

  • 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…