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Capital Flows and Asset Markets
Hedge funds, macro and short selling
By Russell Clark · Hundreds of paid subscribers
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FOOD INFLATION IS THE LITMUS TEST
Watch now (9 min) | In a free market world, ags are a short. In a political world, they are a buy.
Russell Clark
6
9
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FOOD INFLATION IS THE LITMUS TEST
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WILL SHALE BREAK THE GAS MARKET AGAIN?
Watch now (10 min) | Or is this time different?
Russell Clark
Jun 20
10
8
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WILL SHALE BREAK THE GAS MARKET AGAIN?
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BUY THE DIP OR SELL THE RIP - PART V
Watch now (6 min) | The bond bear market makes it hard to buy equities
Russell Clark
Jun 17
6
4
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BUY THE DIP OR SELL THE RIP - PART V
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ARE QUALITY INVESTORS JUST LUCKY?
Watch now (10 min) | Politics helped quality investors to outperform, but politics is now turning to a headwind, not a tailwind.
Russell Clark
Jun 14
12
5
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ARE QUALITY INVESTORS JUST LUCKY?
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THE RUBLE AND THE YUAN AND NEW WORLD PORTFOLIO CONSTRUCTION
Watch now (10 min) | Currency markets are showing us the the new world.
Russell Clark
Jun 10
16
24
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THE RUBLE AND THE YUAN AND NEW WORLD PORTFOLIO CONSTRUCTION
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BITCOIN UPDATE 6
Watch now (4 min) | Falling down the slope of hope
Russell Clark
Jun 6
4
2
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BITCOIN UPDATE 6
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THE HANDMAID'S TAIL
Watch now (9 min) | Under Her Eye
Russell Clark
Jun 6
20
11
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THE HANDMAID'S TAIL
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ICE ICE BABY
Watch now (9 min) | Problems at ICE show that the real purpose of clearinghouse reform was to remove a banks ability to force another bank into…
Russell Clark
May 30
25
2
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ICE ICE BABY
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