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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
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