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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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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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Deficits & Interest Rates
David R. Kotok, October 30, 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/.) There are many factors which impact interest rates, and the federal deficit and the total federal debt are only two of them. That said: The political rhetoric…
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Climate Change, Markets, Economics – Part 2
David R. Kotok, September 1, 2024 (The following was first published on The Kotok Report website and via LISTSERV. For details, visit https://kotokreport.com/.) We wish our readers a pleasant Labor Day weekend. Please take a few minutes for a serious commentary and then freely share it with friends, if you are so inclined. They are…
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The Fed’s Balance Sheet
David R. Kotok, August 14, 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/.) Now that financial market agents and media pundits have collaborated in planning for one, two or three Fed rate cuts this year, the attention, and the debate,…
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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…
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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’…