Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.
The Rabid Capitalist remains skeptical of the current market rally. While the S & P 500 has benefited from investors’ capital flows, equity market segments of greater risk, including the Russell 2000 and the twenty higher-expected-growth thematic sectors tracked by the Rabid Capitalist, have not participated. The stock market should not be characterized as risk-on but rather as risk-neutral.
The recent moves in the public equity market should not embolden risk-taking. It has been a narrow rebound.
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The Rabid Capitalist 
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