Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.
The Rabid Capitalist’s speculation scoreboard has tracked a rising tide of winning sectors (and themes) in the public equity market since late September.
The ratio of winning to losing sectors has been stable. Overall price appreciation has improved during the last six weeks.
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The Rabid Capitalist 
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