Join me in Maine at #CampKotok youtu.be/rFfDRWJhx9I?...
We talk about how how Camp Kotok grew after 9/11, the themes shaping this year’s discussions, and the powerful firsthand accounts from Ukrainian combat veterans who brought the realities of Russia's war into sharp focus.
Now that the entire world has seen the Alaska Trump-Putin meeting, the immediate question is “What happens next?”
A video from the Camp Kotok panel discussion follows. I thank Eric Hale, Greg Jensen, & Oasis Traders for sponsoring the videography at #CampKotok. dkotok.substack.com/p/ukraine-wh...
At Camp Kotok 2025, a remarkable panel brought together U.S. combat veterans and Ukrainian soldiers to share powerful, first-hand accounts of war, survival, and recovery. www.youtube.com/watch?v=Ad7Q... #CampKotok
Here's a throwback from 2014!
An Insider Glimpse at the Annual “Camp Kotok” Financial Summit
www.sarasotamagazine.com/news-and-pro... #CampKotok
"I want to share some of the most interesting points from nerd camp while they’re fresh in my mind. What the experts couldn’t stop talking about, and why you should care." www.optimisticallie.com/p/a-postcard... #CampKotok
Reporting in from #CampKotok w/ about 40 friends fresh from catching fish and ready for lunch. Tonight's talk at Leen's Lodge will revolve around defense, war, and their significance globally. Some panels will be on the record and we'll share takeaways. www.youtube.com/shorts/i78aU...
A quick update from Tomah Stream & Ray's Fishing Cabin. Ray is David's long-time fishing guide & member of the Passamaquoddy Native American tribe. Tomorrow, the scene will be very different w/ dozens of people having lunch & engaging in conversation. www.youtube.com/shorts/SCGtt... #CampKotok
Plenty to talk about at Camp Kotok this week!
David says it's a full house this week with 50 people at peak. The news cycle is full of economic and geopolitical news so you can be sure there will be lots of spirited debate at #CampKotok! And David caught a fish 😁
youtube.com/shorts/rNdQv...
"an oversupply of everything:" the legacy of our #economy. My latest from #CampKotok http://on.mktw.net/2aReGAY
Another story from #CampKotok: bears in the woods, choppy waters, and a slow boat to...? http://on.mktw.net/2aReGAY
"when you’re an old grump you can be a firebrand." my first story from #CampKotok http://on.mktw.net/2aVEMNV
On the "guys named Steve" thing: my first yr @ #CampKotok 3/3 sources in my filed-from-there #NFP story were Daves. Similar theme this yr.
“What we’re seeing in our politics has a lot to do with... the lack of accountability:” key #CampKotok theme this yr http://on.mktw.net/1rd8F3i
#CampKotok pros: small victories like these. Also, good people, old friends, and a possible bull case scenario.
#CampKotok cons: killer sunburn, too much wine, likely lost corporate Amex card, and head all full of secular stagnation/deflation doom.
Wait. What if #Brexit isn't a grand sweeping referendum on the future of Europe but a reminder that #EU simply has too many regs? #CampKotok
Conversation @ #CampKotok now, malheureusement, is about what do the Germans want. : /
Wait. What if the UK "did the right thing?" asks Martin Barnes, @bcaresearch (a Scotsman working for a Canadian company) #CampKotok
If #Italy referendum goes through (October,) EU could end, says Bianco. #CampKotok #Quittaly
"Average Joe" saw Goldman get bailout, waited their turn. #Brexit, #LePen, etc. is pushback. "This is the end of the EU" -Bianco #CampKotok
14% chance U.K. doesn't exit, says Amy Cutts, @Equifax economist. #Brexit #CampKotok - remember, "Joe Sixpack" benefits from low rates here
What does #Brexit mean to average American? "NOTHING," says Harvey Rosenblum, ex-Dallas Fed, #CampKotok. BUT: 1% 10-year, says Ronnie L. Sax
What I Caught, Friday edition #CampKotok
(that's long-time Princeton guide Clayton Bailey helping out)
TIL @ #CampKotok - when you used to work @llbean you're a "has-beaner"
