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 the growing, intermittent risk-taking in the public equity market (and themes) since January. In 2025, the investment community vacillated between greed and fear, as observed by the speculation scoreboard’s quarterly portrayals of risk-on and risk-off behavior. Sentiment, positive or negative, has been short-term, creating hazardous conditions for issuers.
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