Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.
The monthly monitor has moved toward fear. Risk aversion has spiked in the fixed income and equity markets. Valuation remains unattractive.
Investors have awoken with a hangover from the Trump trade. The debt and equity markets have sold off broadly. Credit spreads have widened. The VIX has increased and ARKK has declined.
Complete content is available for a $15 monthly subscription. Click here to subscribe:
The Rabid Capitalist 
Leave a comment