Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.
A working paper published by NBER estimated that approximately half of the office loans held by banks exceed the value of the underlying asset. The Rabid Capitalist warned its subscribers in July that these assets, loans and lenders were facing devastation as a result of interest rates, maturity schedules, hybrid work and reduced tenant space needs (see https://therabidcapitalist.com/2023/07/25/bank-lending-diet-or-starvation/).
Subscribe to discover how to profit from these events. Complete content is available for a $15 monthly subscription.
Click here to subscribe:
The Rabid Capitalist 
Leave a comment