Capital Flows and Asset Markets
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WHAT TO DO WITH THE US DOLLAR?
Currencies used to be where all the action was - but in a pro labour world, I think its bonds.
Apr 17
•
Russell Clark
16
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4
9:59
AM I THE RONNIE O'SULLIVAN OF MACRO?
Ronnie is a legend at snooker - but hates it. I feel the same about macro investing.
Apr 15
•
Russell Clark
30
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19
8:34
RANDOM THOUGHTS AND OBSERVATIONS
Pro-labour political swing continues
Apr 12
•
Russell Clark
17
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2
9:46
BRUMBY CAPITAL UPDATE
Looking good to go for May 1
Apr 11
•
Russell Clark
10
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5
4:52
Market Update With Russell Clark
A recording from Russell Clark and Maggie Lake's live video
Apr 11
•
Russell Clark
and
Maggie Lake
38
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Capital Flows and Asset Markets
Market Update With Russell Clark
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6
44:29
WHAT WE LEARNED IN THE LAST TWO DAYS
The US is more like an emerging market than a developed market.
Apr 10
•
Russell Clark
38
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12
5:03
MARGIN CALL!
Clearinghouse reform comes back to bite regulators
Apr 9
•
Russell Clark
36
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Capital Flows and Asset Markets
MARGIN CALL!
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5
THE MARKET SAYS REFLATION
At least for today
Apr 8
•
Russell Clark
22
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9
4:55
TIME TO CHANGE STRATEGY?
Does "Liberation Day" Change Everything?
Apr 7
•
Russell Clark
16
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4
11:17
DEFLATION? REALLY?
Politics continues to point to reflation
Apr 4
•
Russell Clark
19
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12:26
WHERE DO WE GO FROM HERE?
March felt like a tremor foreshadowing a much greater earthquake
Apr 2
•
Russell Clark
44
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16
10:17
MARCH PORTFOLIO REVIEW
Great Success
Apr 1
•
Russell Clark
12
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3
9:40
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