Capital Flows and Asset Markets
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IS THE USA THAT SPECIAL?
If you are an investor - then you need to answer that question
9 hrs ago
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Russell Clark
7
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9
15:45
ME, MYSELF AND HEDGE FUNDS
What I see when I analyse myself and what I see when I analyse the long short hedge fund industry.
Jan 20
•
Russell Clark
13
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10
14:14
REGIME CHANGE IN THE ENERGY MARKETS?
US Shale industry has captured market share and disrupted the market - is it time to now raise prices?
Jan 17
•
Russell Clark
10
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Capital Flows and Asset Markets
REGIME CHANGE IN THE ENERGY MARKETS?
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6
13:44
WHAT'S THE PLAN STAN?
Shorting huh? Is that a good idea?
Jan 13
•
Russell Clark
14
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5
11:53
WHAT TO SHORT?
Let's run through my usual process for finding shorts
Jan 10
•
Russell Clark
10
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5
6:40
IS IT TIME TO SHORT?
Probably yes.
Jan 9
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Russell Clark
14
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4
15:37
I THINK I MIGHT HAVE BEEN WRONG ON CHINA
Maybe the CCP really is a bad actor
Jan 8
•
Russell Clark
30
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24
10:11
WHY ARE FERTILITY RATES NOT RISING?
Is it a health crisis, a wealth crisis, or is modern life just not conducive to having babies?
Jan 7
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Russell Clark
18
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33
13:02
DECEMBER PORTFOLIO REVIEW
A good end to the year
Jan 2
•
Russell Clark
8
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2
6:35
December 2024
"GREED IS EVERYTHING" - THE MONETISATION STAGE OF AMERICAN FOREIGN POLICY
America First Policies work - but will victory defeat the US?
Dec 31, 2024
•
Russell Clark
28
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11
12:11
LESSONS FROM 2024 - AND FOCUS AREAS FOR 2025
Not bad - but could do better
Dec 23, 2024
•
Russell Clark
18
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4
18:16
CHRISTMAS HAIKU WINNER
Impressive work!
Dec 18, 2024
•
Russell Clark
10
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1
2:06
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