Capital Flows and Asset Markets
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Capital Flows and Asset Markets
Hedge funds, macro and short selling
By Russell Clark
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MEGA TRADERS - OR HOW I LEARNT TO LOVE THE US GOVERNMENT
Watch now (13 min) | I admire Soros and Buffett - but I used to think they had two totally different styles. Now I realise they are flip sides of the same coin
Russell Clark
Feb 2
25
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MEGA TRADERS - OR HOW I LEARNT TO LOVE THE US GOVERNMENT
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THE NEXT FOOD SPIKE?
Jetzt ansehen (11 min) | Is it right to export food when you cannot feed your own people?
Russell Clark
Jan 31
21
7
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THE NEXT FOOD SPIKE?
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MEGA TRADE FOLLOW UP : FAILURE TO LAUNCH
Watch now (11 min) | Even a space race does not make rocket business look like a mega trade
Russell Clark
Jan 25
14
4
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MEGA TRADE FOLLOW UP : FAILURE TO LAUNCH
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FOOD INFLATION UPDATE
Watch now (12 min) | Commodity related inflationary impulse has lessened, but strangely GLD/TLT continues to trade well.
Russell Clark
Jan 23
14
8
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FOOD INFLATION UPDATE
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BONDS - DO SOME MATH
Watch now (10 min) | BDSM - Bonds, do some math
Russell Clark
Jan 19
31
7
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BONDS - DO SOME MATH
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RETHINKING JAPAN
Watch now (15 min) | Is Japan a vision of the future? Or an outlier? Or it really the centre of the financial universe? I am toying with the idea as…
Russell Clark
Jan 17
22
19
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RETHINKING JAPAN
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ARE JAPANESE BANKS A BUY?
Watch now (10 min) | If we are moving to a pro-labour world, then yes
Russell Clark
Jan 12
13
25
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ARE JAPANESE BANKS A BUY?
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SHORT SELLING SUCKS - SINO STOCKS SERIES
Watch now (8 min) | Short selling is never easy
Russell Clark
Jan 10
13
2
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SHORT SELLING SUCKS - SINO STOCKS SERIES
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