The Rabid Capitalist

Analysis, ideas and strategies for building wealth from a pro

7/17/2026

When Good News Is Bad News: The Big Point
7/17/2026

When Good News Is Bad News
7/14/2026

One IPO Does Not Make A Market: The Big Point
7/14/2026

One IPO Does Not Make A Market
7/9/2026

The Private Equity Quagmire: The Big Point
7/9/2026

The Private Equity Quagmire
7/7/2026

Looks Have Deceived: The Big Point
7/7/2026

Looks Have Deceived
7/2/2026

The Rabid Capitalist’s Market Monitor Detects Dangerous Undercurrents: The Big Point
7/2/2026

The Rabid Capitalist’s Market Monitor Detects Dangerous Undercurrents
6/26/2026

AI Stands For “Absolutely Inflationary”: The Big Point
6/26/2026

AI Stands For “Absolutely Inflationary”
6/23/2026

Private Credit Deserves Credit: The Big Point
6/23/2026

Private Credit Deserves Credit
6/18/2026

Private Equity’s Delirium: The Big Point
6/18/2026

Private Equity’s Delirium
6/16/2026

The Consumers’ Creeping Credit Problem: The Big Point
6/16/2026

The Consumers’ Creeping Credit Problem
6/12/2026

Quick Takes
6/8/2026

Oil Price Pyrotechnics By The 4th Of July: The Big Point
6/8/2026

Oil Price Pyrotechnics By The 4th Of July
6/4/2026

The Speculative Binge-Purge: The Big Point
6/4/2026

The Speculative Binge-Purge
6/1/2026

Stock Market Musical Chairs: The Big Point
6/1/2026

Stock Market Musical Chairs
5/29/2026

The Coming AI Backlash: The Big Point
5/29/2026

The Coming AI Backlash
5/26/2026

AI Is Copper’s Best Friend: The Big Point
5/26/2026

AI Is Copper’s Best Friend
5/21/2026

The Oil Shock To Come: The Big Point
5/21/2026

The Oil Shock To Come
5/19/2026

Embrace the Hawk: The Investment Case for a Warsh Pivot (The Big Point)
5/19/2026

Embrace the Hawk: The Investment Case for a Warsh Pivot
5/14/2026

WOSG: Economic Indicator Or Outlier? (The Big Point)
5/14/2026

WOSG: Economic Indicator Or Outlier?
5/12/2026

The “Ceasefire” Will Set Oil Prices On Fire: The Big Point
5/12/2026

The “Ceasefire” Will Set Oil Prices On Fire
5/7/2026

Investors Are Living In An Inflation Nation: The Big Point
5/7/2026

Investors Are Living In An Inflation Nation
5/4/2026

Risk Meets A Rebound: The Big Point
5/4/2026

Risk Meets A Rebound
5/1/2026

The Rabid Capitalist’s Market Monitor Has Bad Breadth (The Big Point)
5/1/2026

The Rabid Capitalist’s Market Monitor Has Bad Breadth
4/28/2026

If SpaceX Is Tesla Part Two, Will History Repeat? The Big Point
4/28/2026

If SpaceX Is Tesla Part Two, Will History Repeat?
4/23/2026

Where have all the good times gone? The big point
4/23/2026

Where have all the good times gone?
4/20/2026

Comfortably Numb: The Big Point
4/20/2026

Comfortably Numb
4/16/2026

Venture Capitalists Have An AI Obsession: The Big Point