Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.
Eight days ago, The Rabid Capitalist warned subscribers about the political risks from terrorist attacks on the Red Sea and the resulting Suez Canal shipping bottleneck (see https://therabidcapitalist.com/2023/12/18/oil-prices-spike-on-red-sea-bottleneck/). Political risk is difficult to forecast and impossible to mitigate completely. Our current political risk from the Middle East conflict can be insured through public equities that would benefit from the economic consequences of terrorism.
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