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 risk taking in the public equity market (and themes) in the first quarter. With limited exceptions, many sectors have gone hot, erasing longer-term losses. Investment bankers, investors and founders should remain vigilant for the prospect of completing exit transactions within these zones of euphoria.
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The Rabid Capitalist 
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