Capital Flows and Asset Markets
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TRYING TO PRICE TOTAL AI MARKET
The hyperscaler capex makes strategic sense more than economic sense.
14 hrs ago
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Russell Clark
24
1
2
10:28
IS SOFTBANK THE SOFT FLANK OF AI?
In tech, the first one to run out of capital, loses
May 12
•
Russell Clark
24
8
2
9:49
Markets Are Driven by Politics, Not Economics
Even "free markets" are a political choice.
May 8
•
Russell Clark
22
2
2
9:13
"IT'S ONLY WAFER THIN" - "ALRIGHT THEN, BUY ME SOME WAFER STOCKS"
Apologies to Monty Python
May 7
•
Russell Clark
18
7
1
8:33
GOLD FOR BITCOIN?
Time for a switch?
May 5
•
Russell Clark
21
5
5:04
MAYBE FOOD INFLATION IS THE KEY
Both the move in gold and oil seem not to be bearish... is that because only food inflation matters?
May 1
•
Russell Clark
21
2
1
5:53
APRIL UPDATE
A strangely positive month
May 1
•
Russell Clark
17
1
8:45
April 2026
UPDATE - BOOK AND SLICE
A couple of side projects are coming to fruition.
Apr 28
•
Russell Clark
14
1
1
3:19
OUTSIDER TRADING
The Greatest Turnaround Story in Hedge Fund History
Apr 28
•
Russell Clark
16
4
4
9:13
THE POLITICS OF TLT
Or why should bond yields rise?
Apr 27
•
Russell Clark
25
10
1
6:30
INVESTOR DAY PRESENTATION
Watch now | Where I answer various questions
Apr 24
•
Russell Clark
7
2
1
15:00
THOUGHTS ON THE AI BOOM
Watch now | Just a video this time
Apr 24
•
Russell Clark
24
1
2
9:04
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