Analysis, ideas and strategies for building wealth from a pro

Risk-On, For Now: The Big Point

Professor Glenn A. Okun

The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers. 

The markets reverted to a risk-taking stance in December. Debt and equity returns were attractive for 2025. However, valuations remained at historical levels, pricing securities for perfection and setting expectations that firms may struggle to satisfy.

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