Capital Flows and Asset Markets | Russell Clark | Substack

BIZZARO BANK CRISIS Watch now (9 min) | The GFC was about lending. This crisis is about deposits.

19 hr ago

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DEFLATION OR INFLATION?Watch now (11 min) | Muscle memory says deflation, politics says inflation

23 hr ago

LOOKING FOR THE NEXT SVB - 4M PROCESS Watch now (9 min) | Politics is making safe areas look dangerous

Mar 15

THE RETURN OF THE WIDOWMAKER?Watch now (14 min) | Are JGBs a buy? Or is just a shake out?

Mar 14

SVB - IS THAT REALLY THE END OF THE HIKING CYCLE?Watch now (11 min) | The Pro-Labour, Anti-Capital cycle continues in my view

Mar 13

CLEARINGHOUSES - LDI AND THE LESSONS WE WON'T LEARN Watch now (13 min) | Regulators are still blaming the funds - and not the clearinghouses

Mar 8

KARTING UPDATE Ver ahora (5 min) | Going global

Mar 7

SO YOU WANT TO BE THE NEXT WARREN BUFFETT?Watch now (12 min) | There is a regulatory advantage to go with the value investing and a great business structure.

Mar 6

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