David R. Kotok
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davidkotok.bsky.social
David R. Kotok
@davidkotok.bsky.social
Co-Founder & Strategic Advisor at Cumberland Advisors ▫ Economist ▫ Fisherman ▫ Investor ▫ Author ▫ See my new book, "The Fed and the Flu: Parsing Pandemic Economic Shocks" https://www.thefedandtheflu.com.
Fellow Floridians, instead of writing to me, please send a missive to your Florida state legislator. Believe me, they are afraid of your disapproval.

I think often about what we may be throwing away because policy is succumbing to falsehoods on social media. Imagine a personalized cancer vaccine.
December 14, 2025 at 5:30 PM
In America, when an infant dies, the entire family, neighborhood, and community suffer this unnecessary loss, and the penalty is an irreplaceable life expectancy reduction for the entire United States.
December 7, 2025 at 4:35 PM
Those experiences remind me how valuable it is to share perspectives in diverse settings. I strongly encourage you to listen to Ed’s entire interview w/ Michael Howell of CrossBorder Capital. It’s a valuable discussion about global liquidity, debt refinancing, and the forces shaping today’s markets.
December 2, 2025 at 3:29 PM