Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.
Iran and the Houthis, a terrible name for a rock band, have served up a poisonous buffet of inflation, exceeding their shenanigans in the Red Sea in 2023 and 2024. The resulting price shock will likely be far-reaching, causing a far greater degree of economic damage in this military conflict. The Rabid Capitalist’s oil and gas majors and mining portfolios have provided shelter from this storm and will continue to perform under these adverse conditions.
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