We have written about the measles spread and other diseases. We offered evidence about how misguided policies under RFK Jr. are sickening (and maybe killing) some Americans. See evidence of the RFK Jr. deception with citations. dkotok.substack.com/p/utah-now-t...
In Utah, measles vax rates have fallen below long-established immunity-producing levels of 95%. Though once considered eradicated in the US, in Utah it is spreading and measles is now on track to pass the South Carolina epidemic in numbers and scope. dkotok.substack.com/p/utah-now-t...
Hormuz Hope? An Update.
Like everyone else, we strive to keep up.
Alongside that effort, we encourage readers to consider information and perspectives that constitute valuable navigational tools for a tumultuous time.
See our list here: dkotok.substack.com/p/hormuz-hop...
A conversation with Matt Dotts, Information Security Awareness Officer at Mid Penn Bank.
In this conversation, Matt discusses common scams in today's society and ways to prevent fraud.
www.youtube.com/watch?v=xeWg...
Sharing perspectives in diverse settings, whether on the ground in Cuba or in thoughtful interviews like this one are extremely valuable. That’s why I strongly encourage you to listen to Ed D’Agostino’s entire interview with Michael Howell, MD at GL Indexes. dkotok.substack.com/p/terrific-i...
"Bonds Share In The Rally" - The Cumberland Advisors’ Week in Review, end-of-week update on market conditions, equities & bonds.
www.youtube.com/watch?v=HdmC... #markets
The Global Interdependence Center invites you to join them in Paris for GIC’s conference in partnership with the Banque de France, May 6-8, 2026.
Keynote remarks will be given by François Villeroy de Galhau, the Governor of the Banque de France.
www.interdependence.org/product/cent...
Measles: South Carolina’s outbreak is winding down, coming at a staggering cost: an estimated $35.5 million in response spending as of early March, plus significant school disruption, missed workdays, and caregiver burden. yourlocalepidemiologist.substack.com/p/a-bad-tick...
The IRGC leaders in charge of Iran represent the same murderous regime that has been in place since 1979. Its military capabilities are heavily damaged, and its nuclear program has suffered a setback of years.
What trade-offs to consider where we stand now? dkotok.substack.com/p/trade-off-...
Blowing vaccine risks far out of proportion relative to vaccine benefits is one way vaccine skeptics erode trust in vaccines and whittle vaccination rates. The flip side of that coin is being less than forthright about the relative benefits vs. risks. dkotok.substack.com/p/the-coming...
The Coming RFK Jr. Health Recession Part 4
: RFK Jr.’s policies and appointments do economic damage while they increase sickness and raise mortality. Details follow. dkotok.substack.com/p/the-coming...
The scope of an oil shock is wider than most people realize. Explore Giacoma Prandelli’s list of impacted products here. dkotok.substack.com/p/iran-cease...
If you only focus on outcomes that we can see, would you prefer a wounded Iran with a likely diminished nuclear capability, at the temporary expense of the oil shock? Or would you instead prefer an Iran with undiminished nuclear capabilities? dkotok.substack.com/p/iran-cease...
Stocks From Liberation Day To Iran War Summary
* Pres Trump’s address to the nation on Apr 1 precipitated an immediate & sizable market reaction, underscoring theme of volatility.
* Tracking one year
* Tools focusing on volatility metrics & “the Greeks”
* Cont...
seekingalpha.com/article/4889...
Stocks from Liberation Day to Iran War
: We look at diverse stock charts for perspective about the market’s roller coaster ride of the last year. Where things go from here is an open question. And we recall “the Greeks.”
dkotok.substack.com/p/stocks-fro...
Are you in New Jersey? Please join me at the Greater Vineland Chamber of Commerce Luncheon event, "Global Monetary Policy & the Price of Gold" on April 7th, 2026 www.vinelandchamber.org/events/detai...
Putin’s Russia is helping Iran wound and kill Americans. Can congress risk getting cozy with him for temporary gains? dkotok.substack.com/p/congresswo...
The stock market ended the first quarter on a high note the last day of March.
“I call this a ‘Hormuz Hope’ rally,” said David Kotok, co-founder of Cumberland Advisors. “Market agents think this is a turning point.”
(Paywall) www.wsj.com/finance/stoc...
This conference will confront the defining question of our monetary moment: whether US–China rivalry will reshape or shatter the dollar-driven order, and what a bifurcated system means for sovereign borrowers, central banks, and the future of int'l finance.
www.interdependence.org/product/44th...
Is the Iran War just the sort of rainy day that justify drawing upon sovereign wealth funds (SWFs)?
I thought about the pros and cons of this and then sought out my longtime friend, SWF veteran Paul O’Brien, former CIO at the Abu Dhabi Investment Authority.
dkotok.substack.com/p/hormuz-and...
Watch the latest Cumberland Advisors "Week in Review" here: www.youtube.com/@CumberlandA...
US-China Rivalry and the Future of Global Monetary Leadership | Global Interdependence Center www.interdependence.org/product/44th...
According to a March 25th JINSA report, the two negotiating positions for the US and for Iran as of March 25 are miles apart. dkotok.substack.com/p/war-and-pa... #IranWar #Hormuz
Kotok Report Quick Take - Middle East War with Iran: It’s also a Religious War
A religious context is suggested. 3 minute YouTube explains.
www.youtube.com/shorts/YnWZK...
An economy and its financial market function best when market agents are not sick. While an economy can be spurred in the short term by subduing fear, it cannot be fully restored as long as pandemic-caused disease, death, and disability erode human health and productivity. www.thefedandtheflu.com
Amid the ongoing barrage of new developments, let’s take a moment to consider the war’s impact on Kurdistan.
We are watching the buildup in the Kurdish areas. A fragmented Iran offers the Kurds options. dkotok.substack.com/p/the-iran-w...
Trump now confronts his version of the 1962 Cuban Missile Crisis with a face-to-face standoff with Russia. A new, tense chapter may be about to be opened.
The crisis bears reviewing now. dkotok.substack.com/p/cuba-cigar...
Since January, without Venezuelan oil, the situation on the island has grown even more dire — even life-threatening. People chop wood or burn charcoal to cook what food they can procure over fires, and they must wait for a bit of gasoline for months.
dkotok.substack.com/p/cuba-cigar...
We're setting new "Hottest Day on Record" events around the country. Is America's Climate Mitigation Policy Dead? dkotok.substack.com/p/is-america...
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