David Kotok is head of Cumberland Advisors and a frequent contributor to Bloomberg and CNBC. He doesn’t see inflation in the present or the future. He believes that the recovery will continue and that unemployment will continue to decline and housing will keep recovering. He knows Bernanke and supports the current Fed policies. He believes that the economy is a mess, but that eventually we’ll get to better times through the current policies. While your humble host disagrees, Mr. Kotok’s arguments are cogent, and well thought out.
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