Professor Glenn A. Okun
A critical part of any investment discipline for deploying human or financial capital is performance measurement. Improvement is only possible if track records are subjected to realistic objective assessment. The Rabid Capitalist has been blogging for three months with a consistent warning for my subscribers of trouble ahead.
I have cautioned readers that the economy was about to decelerate, office real estate was entering crash conditions and the markets were going to decline. The Rabid Capitalist unfortunately has a perfect track record with these warnings.
The Rabid Capitalist has identified opportunities in business development companies (BDCs), miners and oil and gas majors. Two out of three is not bad, especially when the aggregate performance from all stocks was rewarding.
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