Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.
The current market rally showed signs of fatigue in July. Signs of risk aversion have grown.
The recent moves in the public equity market should not embolden risk-taking. The Nasdaq 100 Index, with its high concentration of AI and technology stocks, has collapsed over the last month.
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The Rabid Capitalist 
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