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Syria
(The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) Assad and company are now with his sponsor, asylum granting Putin (nickname is Putler), in Moscow. “There is no plan yet for how to rule or control the country. What happens in Damascus, which is pretty far west,…
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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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Putin Expansionism in the New Era of Trump
David R. Kotok, November 8, 2024 (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) “America has given us an unprecedented and powerful mandate,” the 78-year-old president-elect said to a roaring crowd of supporters. Today we start with an issue: geopolitical tensions. Will Trump 47 be Chamberlainesque,…
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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’…
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Houthis & Putin Raise Shipping Costs Again, by David R. Kotok, June 30, 2024
(The following was first published on Cumberland Advisors’ website and via LISTSERV. For details, visit https://www.cumber.com/.) Peter Boockvar routinely updates the shipping costs being imposed on the world by behaviors of certain bad actors like Putin in Russia and like the Houthis in Yemen. Here’s a recent update, from June 20th. We thank Peter for giving us…