Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.
2023 ended with an impressive fourth quarter rally across markets fueled by expectations that a soft landing was secure and that drastic easing of interest rates in the first quarter was in the offing. This is an example of a market priced for perfection, or the best-case scenario. These conditions set up markets for disappointment and the Rabid Capitalist and its subscribers for opportunities.
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