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 the growing risk aversion in the public equity market (and themes) since September 1. Since October 31, the number of themes with positive returns and the overall magnitude of gains have declined. Even the Trump trades have declined in value.
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The Rabid Capitalist 
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