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IS PEAK SEMI THE REAL DEAL?
Peak oil was never a real thing - but maybe peak semi is?
 • 
Russell Clark
7
10:55
THE PROBLEM WITH PLATFORM STOCKS
Platform stocks are the purist form of capitalism. If politics is anti-capitalism, is that a problem for platform stocks?
 • 
Russell Clark
8
15:05
PLAYING THE FERTILITY TRADE
Some blue sky thinking
 • 
Russell Clark
9:16
WHAT IS GOING ON WITH OIL?
The gold/oil divergence just keep getting wider
 • 
Russell Clark
11:21
CHINA AND GLD/TLT
Fed Rate Cuts Have Unleashed The Panda
 • 
Russell Clark
12
8:14
ARE YOU BULLISH CHINA? WANT SOME IDEAS?
China is a cheap for a reason, but if you are looking for ideas - here is one.
 • 
Russell Clark
8
10:31
SEPTEMBER PORTFOLIO REVIEW
Portfolio performance say deflation - while I only see inflation
 • 
Russell Clark
2
12:22

September 2024

SHOULD WE CHASE THE CHINA TRADE?
Big move this month - is it worth chasing?
 • 
Russell Clark
10
6:41
BITCOIN AND GLD/TLT
Gold has surged - is it time for bitcoin?
 • 
Russell Clark
1
8:20
TECHNOLOGY AND EMPIRE
Empires are seemingly built on technological change. Are the magnificent seven locking in an everlasting technological empire? Is the idea of modern…
 • 
Russell Clark
14
15:48
WHY ARE COMMODITY MARKETS SO SCREWY??
All time highs and lows seem to coexist now
 • 
Russell Clark
6
10:57
THE NEED TO BREED
Fertility update
 • 
Russell Clark
12
13:04
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