Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.
This week Bloomberg proclaimed that a mining supercycle had begun, confirming the Rabid Capitalist’s declaration in 2023 that minerals would become the dominant centenary trend of the natural resources world. Our mining portfolio (BHP, RIO and VALE) remained at a bargain valuation despite its substantial price appreciation.
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The Rabid Capitalist 
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