Archive - Capital Flows and Asset Markets

DO I LIKE EMERGING MARKETS HERE?

This is not your father's (or boss's) emerging market boom....

1 hr ago • Russell Clark

6:31

IS THE BOND BEAR MARKET OVER? PART II

More signs of concerns...

Feb 16 • Russell Clark

8:32

IS THE BOND BEAR MARKET OVER?

I hope not, but it needs to be considered

Feb 13 • Russell Clark

8:43

BRUMBY, EUROHEDGE AND ME

To my great surprise, Brumby Capital has been nominated for best new equity hedge fund award by Eurohedge.

Feb 12 • Russell Clark

5:15

WHAT TO DO ABOUT JAPAN?

Its been a great market - should we add, cut or do nothing?

Feb 10 • Russell Clark

5:30

PRO-LABOUR? OR CAPITAL SCARCITY? DOES IT MATTER?

Am I right for the wrong reasons? And should I care about that?

Feb 10 • Russell Clark

10:13

GOLD AND BITCOIN

Gold has trounced Bitcoin over the last year. Time to switch?

Feb 5 • Russell Clark

12:22

A LONG IDEA TO PAIR WITH A SHORT IDEA

Trading the reaction - not the action.

Feb 3 • Russell Clark

6:56

WHAT THE HELL IS HAPPENING WITH KOREAN VOLATILITY?

KOSPI (Korean) VIX is currently at 47 - a level seen during Covid and GFC - why?

Feb 2 • Russell Clark

6:29

Well that was fun

Feb 2 • Russell Clark

12:18

January 2026

Are we now falling into Mount Doom?

Jan 30 • Russell Clark

7:01

TRADING THE REACTION - PUTTING ON A SHORT

I like to trade the reaction to a big move in markets

Jan 27 • Russell Clark

10:08

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