News, views, and commentary from a free market point of view. I moved from Blogger to Substack in December 2023. For previous posts back to 2011 see my Blogger page at https://johnhcochrane.blogspot.com
Analysis of market-moving economic and policy-related developments consistent with decades of experience in economics and finance, without unnecessary jargon or complications.
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