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Anatomy of an Actual Trade
(Please note: The Kotok Report is now also available on Substack at https://dkotok.substack.com.) First, a disclosure. Today’s missive is a reference to an actual trade that was done in my personal account. I’m using it as an example of possible market dysfunction in the present regime and as an example of how, for me, that presented…
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Tough Times Ahead for County, City Budgets
Tough Times Ahead for County, City Budgets I spoke recently with Johannes Werner of WSLR+Fogartyville 96.5, a listener-supported nonprofit radio station serving Florida’s west coast, where I live. In the interview, we discussed tariff impacts and, as stocks have fallen, how things are different this time in the world of bonds, which are usually regarded…