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IS IT TIME TO SHORT SELL?
Lots of weird things happening.
Aug 27
•
Russell Clark
24
2
2
9:46
日本が米国債について教えてくれること
為替市場への介入で、本当に米国債の利回りを下げることができるのか？
Aug 26
•
Russell Clark
18
2
1
7:52
WHAT JAPAN TELLS US ABOUT US TREASURIES
Can an intervention in the currency market really make treasury yields fall?
Aug 26
•
Russell Clark
25
8
2
3:35
THE PROBLEM WITH SUBSTACK
Its been great for me - but you can see where it is going....
Aug 24
•
Russell Clark
40
24
3
13:13
TIME FOR BITCOIN?
Or is it a rally to sell?
Aug 21
•
Russell Clark
28
2
2
6:23
NOT THE BEGINNING OF THE END, BUT PROBABLY THE END OF BEGINNING
The treasury actions show that fiscal policy is constraining monetary policy. There are no easy options anymore.
Aug 20
•
Russell Clark
47
9
1
12:11
Chapter 7 - In a Bull Market, the Most Bullish Wins. In a Bear Market the Most Bearish Wins.
The true masters are able to turn on a dime
Aug 18
•
Russell Clark
13
8
9:47
THE CREDIT MARKETS PUZZLE ME - BUT EQUITIES PUZZLE ME MORE
What used to be consistent signals in credit have become very uncorrelated, But equities are starting to give some very weird signals indeed.
Aug 17
•
Russell Clark
29
7
8:57
WHAT'S THE DEAL WITH THE YEN INTERVENTION?
I think they are trying to achieve a tough mix of policy outcomes. And because of that it seems very confused to me.
Aug 12
•
Russell Clark
30
5
1
7:44
CONFIRMED - SEMIS ARE THE NEW OIL
The oil market used to be the driver of markets and policy - now its semis.
Aug 10
•
Russell Clark
32
5
1
8:07
IT FINALLY MIGHT BE TIME
Something odd is happening....
Aug 5
•
Russell Clark
32
3
9:45
MACRO AND JAPAN
Japan is where macro investors go to die....
Aug 4
•
Russell Clark
45
5
2
7:28
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