Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.
The September non farm payrolls increased by 336,000 jobs, far in excess of the sub-200,000 consensus estimates. This is the largest employment gain of the year. The prior two months of reports were revised upward as well. The labor market appears too hot for the Fed to ignore.
The Rabid Capitalist has identified investment opportunities that take advantage of the heat. The full report is available to paid subscribers.
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