Category: Presidential Election

  • 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.…

  • 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.…

  • Election, Options, Betting Markets

    David R. Kotok, October 25, 2024 (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) The presidential election betting has made headlines in a unique way in this 2024 election marathon. So has stock option trading. Some speculate that the two have become interrelated. Here’s some food…

  • Immigration: Some Facts!

    David R. Kotok, July 31, 2024 (The following was first published on Cumberland Advisors’ website and via LISTSERV. For details, visit https://www.cumber.com/.) Immigration is again a hot topic, with the presidential contenders facing off in what is appearing to be another very close race, according to the first post-Harris-entry polls. Emotions around the subject are…

  • Uncertainty

    David R. Kotok, July 21, 2024 (The following was first published on Cumberland Advisors’ website and via LISTSERV. For details, visit https://www.cumber.com/.) Mr. Market had answered this way about recent uncertainty: “Gimme bad news or gimme good news, but don’t gimme no news.” It took an assassination attempt and the subsequent political events to initiate a…

  • Trump Assassination Attempt

    David R. Kotok, July 15, 2024 (The following was first published on Cumberland Advisors’ website and via LISTSERV. For details, visit https://www.cumber.com/.) The attempted assassination of presumptive presidential nominee and former president Donald Trump is the latest in a historical list. Worldwide, nearly all political parties’ leaders and spokespersons condemned it. From me, personally, any…

  • 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’…