NYU Stern Professor Glenn A. Okun reports on his intelligence gathering and analysis activities in order to make readers better investors of their human and financial capital. In other words, to help you get rich.
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Professor Glenn A. Okun The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers. Energy stocks are on track to set records again courtesy of President Trump’s attacks on Iran. The President’s actions have destabilized the region but has not achieved an endgame, leading the oil market to […]
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Professor Glenn A. Okun The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers. In 2023, the Rabid Capitalist recommended that technology investors rotate into the copper miners through our mining portfolio (BHP, RIO and VALE). The rationale: the road that leads to an artificial intelligence-based economy will […]
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Professor Glenn A. Okun The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers. Treasury Secretary Scott Bessent recently declared the end of the K-shaped economy, citing the improving conditions for low-wage labor. While this White House deserves its reputation for duplicity, evidence suggests that a rebound in […]
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Professor Glenn A. Okun The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers. Last week, the Federal Reserve Bank of Boston published research on the condition of business development companies (“BDC”). The authors expressed concern over the growing use by borrowers of payment-in-kind provisions. The Rabid Capitalist’s […]
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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 […]
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