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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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The Fed and Rick Scott
by David Kotok and Robert Eisenbeis Happy Birthday America, where freedom of speech is still allowed (we hope). In a message sent to Florida residents over last weekend, Senator Rick Scott attacked the Federal Reserve and asserted that “Under Jay Powell’s gross mismanagement, the Federal Reserve is riddled with fraud, waste, and abuse, all at the… Read more: The Fed and Rick Scott
Markets Discussion Series Part 1: Vol Shocks
(Please note: The Kotok Report is now also available on Substack at https://dkotok.substack.com.) We’re going to offer readers a series of specific discussion points about stock and bond markets, the US dollar, and interest rates. Please bear with us, as some of this work may be technical in nature. For the first installment in the series, I… Read more: Markets Discussion Series Part 1: Vol Shocks
COVID, Vax, RFK Jr. — What’s Next?
by David R. Kotok and Elizabeth Sweet As we have watched over the last few months the cancelling of research grants and health-related programs and the firing of people with deep expertise in epidemiology and vaccine science, we are reminded of the immense contributions of Maurice Hilleman, chief of the Dept. of Virus Diseases at Walter… Read more: COVID, Vax, RFK Jr. — What’s Next?
The Bull Case?
(Please note: The Kotok Report is now also available on Substack at https://dkotok.substack.com.) Torsten Slok (Apollo) astutely titled a June 21st comment with “Has Trump Outsmarted Everyone on Tariffs?” His discussion is available to the public on the Apollo site: “Has Trump Outsmarted Everyone on Tariffs?” | The Daily Spark,https://go2.apollo.com/webmail/1047283/289831111/cffc8c0675d4a4846cec6eb584ea3b80f491b146bb5bcf76c74c36aca8bd0e30 Torsten: “Maybe the strategy is to maintain 30% tariffs on… Read more: The Bull Case?
Healthcare in America
This discussion of healthcare was prepared prior to last night’s news about US action against Iran’s nuclear weapons program. Seismic shifts may be underway in healthcare In January, McKinsey said this about the US healthcare sector: We estimate that healthcare EBITDA will increase at a 7 percent CAGR to $987 billion in 2028 from… Read more: Healthcare in America

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