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’s speculation scoreboard has quantified a modest degree of risk-taking in the public equity market (and themes) during the summer. Investors have been selective with their speculation, embracing a momentum-based approach. The sectors attracting capital flows may be able to support exit transactions.
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The Rabid Capitalist 
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