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 quantified widespread risk aversion in the public equity market (and themes) in the fourth quarter. With limited exceptions, hot sectors have gone cold, erasing longer-term gains. Investment bankers, investors and founders should worry about the prospect of completing exit transactions soon.
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The Rabid Capitalist 
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