The Kotok Report

The Kotok Report

Home
Archive
About
SCOTUS Decision on Lisa Cook: Financial Market Impact?
We estimate the market-based pricing of outcomes of the forthcoming SCOTUS decision and its impact on interest rates and the term structure slope.
 • David Kotok
The Donroe Doctrine Part 2: The Maduro-Hezbollah Connection
The Donroe Doctrine is not only about oil. For the US, it is also about national security.
 • David Kotok
Venezuela: The Donroe Doctrine Part 1
The Trump Corollary, now the Donroe Doctrine, is shaping US policy toward the Americas. What is unfolding in Venezuela reveals its substance.
 • David Kotok
Is Cuba Next?
Given the news about Venezuela, we ask if Cuba is the next target of US policy under the Trump Corollary.
 • David Kotok
From the GIC: “The Dollar and Continued US Exceptionalism”
Pondering the future of the US dollar? This one-day Global Interdependence Center conference is for you.
 • David Kotok
Is 2026 a Lame Duck Year
Are winds blowing in our face or from our backs? Presidential lame duck status has an economic characteristic. And, in 2026, there’s a twist.
 • David Kotok
Gold!
Recently I gave a talk about the history and the future of gold. Watch the talk or read the transcript.
 • David Kotok
The Kotok Report
The Kotok Report
In the Kotok Report I write about a range of topics that encompass economics and finance, policy views, and sometimes personal tales of 50 years in finance and fly-fishing. — David R. Kotok
Recommendations
View all 12
Kathleen Hays Presents: Central Bank Central
Kathleen Hays Presents: Central Bank Central
Kathleen Hays
Ground Truths
Ground Truths
Eric Topol
Nadig.com
Nadig.com
Dave Nadig
The Pinpoint Press, with Rick Newman
The Pinpoint Press, with Rick Newman
Rick Newman
Force of Infection
Force of Infection
Caitlin Rivers

The Kotok Report

AboutArchiveRecommendationsSitemap
© 2026 David Kotok · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture