David Kotok, Author at The Big Picture

Hedge Funds & Charitable Foundations David R Kotok Cumberland, July 12, 2016 Our first missive about the perils of...

Markets and Politics in 2016 David R Kotok Cumberland Advisors, July 7, 2016 As the second half of 2016 unfolds, politics...

LCR: Is the Fed’s Balance Sheet Too Small? David R Kotok Cumberland, June 9, 2016 “The idea that there are no excess...

While the Zika virus spreads in the US and other nations, the US Congress has fiddled like Nero in Rome. The debate has been over a...

In today’s commentary, we offer three recommendations for an early start on this year’s summer reading. Though all three books are...

It has been almost a year since our book Adventures in Muniland was released, during the week before Puerto Rico defaulted for the first...

States and Muni Finance April 5, 2016 David R. Kotok Chairman and Chief Investment Officer “From a credit perspective,...

Stocks and Politics David R. Kotok Cumberland, February 22, 2016 “Stocks have struggled during the first half of...

The New York Times headline read “Negative 0.5% Interest Rate: Why People Are Paying to Save.” Here is the link to a story...

More On Japan David R Kotok February 4, 2016 The bullets below have been extracted from the January 29, 2016, release by...