You Searched For "David Kotok" and got 20 results
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1 min read
DAVID KOTOK: Oil could fall to $15
"When the oil price goes down that means you get the first kick, but the you have to wait for the c…
Bob Bryan
3 mins read
DAVID KOTOK: The markets are going to be all about politics from here on out
"You're going to have extraordinary volatility in both directions," said Kotok. "As an investor you…
Bob Bryan
1 min read
ROSENBERG: It's Hard To Believe, But I Was The Resident Bull At This Year's Camp Kotok
Last month we pointed out that Rosenberg was starting to sound extremely bullish. He responded to t…
Mamta Badkar
1 min read
DAVID KOTOK: There Are Three Big Things In The World That Are Worrisome Right Now
Another, and perhaps more important than Ukraine, is China's slowing growth rate and the question o…
1 min read
The Path Of The 'Phillips Curve' Since The Beginning Of The Financial Crisis [Chart]
Slide 12 tracks the Phillips curve, or inverse relationship between the unemployment rate and infla…
Sam Ro
1 min read
At A Conference In Dubai, David Kotok Gave This Presentation On The Precarious State Of Global Monetary Policy
"We do not know how long this game of monetary quantitative easing will continue in the world," say…
Sam Ro
2 mins read
This British energy group was kneecapped by cripplingly low oil prices
"Our outlook for 2015 overall remains unchanged and we anticipate that full year performance will b…
Lianna Brinded
2 mins read
Everyone's Missing The Connection Between The Tech Boom And Low Inflation
DK: Productivity gains from the acceleration of the rollout of the tech sector do not get enough at…
Rob Wile
2 mins read
It's A Bad Idea To Bet On Only The Biggest Stock In The Market
The storm in Italy appears to have abated, at least for now, after the election of a new coalition …
Rob Wile
3 mins read
New York Stock Exchange legend Art Cashin is worried about the rise of robots
No one in 2016 is really addressing the future as we are likely to experience it, and while that fu…
Myles Udland
3 mins read
Norwegian gas just knocked Russia down a peg in Europe
"It is the power of colder weather that allows Russia, as the key supplier of energy to Europe, to …
1 min read
It Increasingly Looks Like Obama Will Have To Raise The Debt Ceiling All By Himself
HOW DOES THIS END? What worries many clients we talk with is the absence of a clear end-game. We …
2 mins read
PUTIN: 'Winter Is Coming...'
"It is the power of colder weather that allows Russia, as the key supplier of energy to Europe, to …
2 mins read
The Fed Is At Risk Of Losing Janet Yellen Altogether
Looking at the rest of the board, one can see the possibility of substantial change in the Fed boar…
Sam Ro
3 mins read
Russia Is Losing Control Over The European Gas Market
"It is the power of colder weather that allows Russia, as the key supplier of energy to Europe, to …
1 min read
STOCKS MAKE BIG COMEBACK: Here's What You Need To Know
Dow: 14,526, -33.5 pts, -0.2 percent S&P 500: 1,562, -0.9 pts, -0.0 percent NASDAQ: 3,256, +4…
Sam Ro
2 mins read
CHART OF THE DAY: How Demographics Will Hinder GDP Growth Around The World For Decades
"The average contribution to GDP growth becomes negative between 55 and 60," they explain. "This do…
Rob Wile
3 mins read
Russia Just Made A Bold Move To Keep Its Gas Leverage On Europe
"It is the power of colder weather that allows Russia, as the key supplier of energy to Europe, to …
4 mins read
It's A Busy 4-Day Week In The Economy - Here's Your Complete Preview
Morgan Stanley's Adam Parker points to the recent end of the Federal Reserve's latest round of quan…
Sam Ro
5 mins read
We'll Get A Crucial Update On The Housing Market This Week - Here's Your Complete Preview
"One... item confusing investors is the strength of bond prices this year even as so many believe e…