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Here you will find David Kotok’s latest posts on a wide variety of topics, some of which include finance, investing and the economy, local and global issues, dining, and fishing, just to mention a few. Don’t miss a thing – Join our email list:

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Is It a Trump Bump or Trump Slump?
Try this. Take your portfolio and price the holdings on election day of last year (or a few days later, after the outcome of the Congress was known). Price it again on Inauguration Day (or use the opening day of the new Congress). Price it again today. Then, you decide. Is it a pullback of… Read more: Is It a Trump Bump or Trump Slump?
Shoot-Out!
Hundreds of millions of people witnessed the recent shoot-out in the Oval Office. Among them, in the room, was a reporter from Russian media. Note that Reuters and the Associated Press were not invited by the White House to join the press corps assembled there. In my opinion, the two news services not invited are among… Read more: Shoot-Out!
Bird Flu, the Rat & the Flea
As H5N1 bird flu spreads across mammals and has now reached rats, we are reminded of Chapter 7 in our new book, The Fed and the Flu: Parsing Pandemic Economic Shocks. That chapter focuses on the Plague of Justinian in the Eastern Roman Empire, where plague (caused by the Yersinia pestis bacterium) spread with the range of… Read more: Bird Flu, the Rat & the Flea
Gold? Sovereign Wealth Fund
I believe a sovereign wealth fund (SWF) is coming from Trump 2.0. It may have to trigger a huge change at the Fed, which might revalue the gold certificate to a $1 trillion asset on the Fed’s balance sheet. And then the liability side of the Fed’s balance sheet would be a transfer of $1 trillion… Read more: Gold? Sovereign Wealth Fund
Tariff War Continues
The Tariff War is getting hotter. Here are some bullets and a reading list. 1. First, some history — in our new book, The Fed and the Flu: Parsing Pandemic Economic Shocks (https://www.thefedandtheflu.com/), my co-authors and I discuss the plague in Athens and the aftermath of the Peloponnesian War. See Chapter 4. Note that one of the… Read more: Tariff War Continues

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DISCLAIMER: The content on this website is provided for informational purposes only and should not be relied upon in any manner as professional advice or an endorsement of any practices, products, or services. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of David R. Kotok and should not be regarded as the views of Cumberland Advisors, Inc. or its employees or management, as a description of any investment advisory services provided by Cumberland Advisors, Inc. References to any securities or digital assets or performance data are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any charts and/or graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. David R. Kotok is currently an independent contractor and not an employee of Cumberland Advisors, Inc. He may independently receive payments from various entities for consulting, advisory and board functions, speaking fees, book royalties, advertisements in affiliated podcasts, blogs, and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship, or recommendation thereof, or any affiliation therewith, by the Content Creator, by David R. Kotok, or by Cumberland Advisors, Inc., or any of its employees. For additional disclaimers and disclosures see Cumberland Advisors’ website: https://www.cumber.com/.