Capital Flows and Asset Markets

Home
Food Inflation
Clearinghouses
Autocallables and Volatility
Fertility
Short Selling
About
New
Top
Community
DEMOGRAPHICS IS NOT DESTINY - UPDATE
Watch now (12 min) | Fertility is not destiny - its policy driven
 • 
Russell Clark
3
STRATEGY REVIEW
Watch now (13 min) | Is only China pro-labour?
 • 
Russell Clark
3
IF I SEEM CONFUSED, ITS BECAUSE THE POLITICS IS CONFUSING
Listen now (13 min) | And when I look at Macro markets, they are sending wildly confusing messages as well. US politics is to blame.
 • 
Russell Clark
2
THE PARADOX OF US TREASURIES AS A RISK FREE ASSET
Listen now (12 min) | The current US political system is designed to lessen the power of government to impose (corporate) taxes. How can treasuries be…
 • 
Russell Clark
16
IS THE US LOSING THE WORLD?
Listen now (12 min) | The deal that the US is offering the rest of the world is becoming less and less attractive
 • 
Russell Clark
15
SHOULD WE BE LONG TLT AND SHORT GLD?
Listen now (9 min) | BIS data shows how China changed the nature of the game
 • 
Russell Clark
7
DOES WALLET SHARE DRIVE CURRENCIES?
Listen now (14 min) | Or why is the dollar so strong?
 • 
Russell Clark
10
Capital Flows and Asset Markets
Hedge funds, macro and short selling
Recommendations
Asian Century Stocks
Asian Century StocksMichael Fritzell
Trader Ferg
Trader FergFerg
Net Interest
Net InterestMarc Rubinstein
On Racing Drivers by Terence Dove
On Racing Drivers by Terence DoveTerence Dove

Capital Flows and Asset Markets

AboutArchiveRecommendationsSitemap
© 2023 RC
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing