HeyJaredThe 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
- Indexed issues, last 90 days
- 21
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 23, 2026
Latest issues
Midterms: A Series, Part 2 (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!n_Hw!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0b29db63-3baf-4f48-aa59-8ffbaf34a2cf_1672x941.png"
The Scott Bessent Trade: Second Edition (opens the original)
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A 3% real yield on long-duration U.S. Treasury bonds is a generational rarity. We haven’t seen it in 25 years.The 30-year Treasury Inflation-Protected Securities (TIPS) program was reintroduced in 2010. Since then, real yields have lingered below 2%. On September 24, 2026, the 30-year TIPS (Treasury Inflation-Protected Security) real yield was about 2.95% as Treasury Secretary Scott Bessent tried as much as a $6 billion buyback execution. Bessent may claim he is “The House” but his trade failed
Haitian Workers and Florida (Ground Zero) (opens the original)
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<img alt="" class="sizing-normal" height="911" src="https://substackcdn.com/image/fetch/$s_!668_!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fce0f5e52-2865-4c08-8032-4cc271b96aa8_1280x911.jpe
Oil! (opens the original)
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<img alt="" class="sizing-normal" height="720" src="https://substackcdn.com/image/fetch/$s_!87wg!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8432d79d-9fac-46df-b61b-4a9e2335e8a8_1280x720.jpe
Zika, The Midterms, Maine. (opens the original)
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We watched the latest measles epidemic breakout in Pennsylvania, while RFK Jr. made claims that the measles deaths were fabricated, from Maine while staying at Leen’s Lodge. Many readers will remember that Measles have long term consequences. Will it impact PA voters? Maine voters? Florida voters?<div class="image
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