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 quantified a widespread retreat from risk by investors in the public equity market (and themes) during the first 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.
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The Rabid Capitalist 
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