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Post-Election Analysis, China, Tariffs
(The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) On the day after the election, Kathleen Hays was kind enough to invite me to interview with my initial thoughts about the election outcome as we knew it to be then. I subsequently published a transcript of the…
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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.…
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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.…
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Tariffs & Financial Markets
David R. Kotok, Cumberland Advisors Co-Founder and Chief Investment Officer, September 25, 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/.) Recently I received a well-thought-out communication from a reader offering the following: “Tariffs on foreign goods are said to be…