The Rabid Capitalist

Analysis, ideas and strategies for building wealth from a pro

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
4/16/2026

Venture Capitalists Have An AI Obsession
4/13/2026

Drill Bits And Dig Sites: The Opportunity Hiding In Plain Sight (The Big Point)
4/13/2026

Drill Bits And Dig Sites: The Opportunity Hiding In Plain Sight
4/9/2026

Jamie Dimon Is A CEO, Not An Oracle: The Big Point
4/9/2026

Jamie Dimon Is A CEO, Not An Oracle
4/6/2026

The Wartime Investing Playbook: The Big Point
4/6/2026

The Wartime Investing Playbook
4/2/2026

Life During Wartime: The Big Point
4/2/2026

Life During Wartime
3/31/2026

Iran And The Houthis Serve An All-You-Can-Eat Inflation Buffet: The Big Point
3/31/2026

Iran And The Houthis Serve An All-You-Can-Eat Inflation Buffet
3/20/2026

$180 Oil By April: Promise or Prediction? (The Big Point)
3/20/2026

$180 Oil By April: Promise or Prediction?
3/16/2026

The Private Equity Clog Has Arrived: The Big Point
3/16/2026

The Private Equity Clog Has Arrived
3/13/2026

The Hype Cycle in BDCs Supplies Hope: The Big Point
3/13/2026

The Hype Cycle in BDCs Supplies Hope
3/12/2026

Private Equity’s Chronic Pain Syndrome: The Big Point
3/12/2026

Private Equity’s Chronic Pain Syndrome
3/3/2026

Energy Is The Last Man Standing: The Big Point
3/3/2026

Energy Is The Last Man Standing
3/1/2026

Trouble In Threes: The Big Point
3/1/2026

Trouble In Threes