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IS TLT STILL A SHORT?
My biggest short position has been conspicuously stable.
9 hrs ago
•
Russell Clark
26
4
4
12:21
STRATEGY UPDATE
The sausage making edition.
Apr 14
•
Russell Clark
17
2
9:56
THE MARKETS AND AI
The extremely mixed signals on AI
Apr 13
•
Russell Clark
30
4
2
12:37
THE GAYS OF HORMUZ
Or why it is hard to get too worked up about the Straits of Hormuz
Apr 7
•
Russell Clark
29
13
2
6:16
LAST CALL FOR INVESTOR DAY - APRIL 23RD
Last day to RSVP
Apr 7
•
Russell Clark
21
EASTER ESSAY - THE DEINSTITUTIONALISATION OF SOCIETY
Observations of society, and the economic ramifications
Apr 5
•
Russell Clark
40
8
2
19:17
STRATEGY UPDATE
Yes - Its a video!
Apr 3
•
Russell Clark
26
10
22:59
IS GOLD GOING TO GET THE BITCOIN TREATMENT?
It could - but my guess silver is much more likely to get the Bitcoin treatment.
Apr 2
•
Russell Clark
32
22
1
14:48
MARCH NEWSLETTER
A give back month
Apr 1
•
Russell Clark
19
3
17:10
March 2026
CENTRAL BANKS ONLY FEAR FOOD INFLATION
While you can explain away oil and tariffs shocks, food inflation is a political hot button issue that requires action from a central bank.
Mar 30
•
Russell Clark
34
13
9:28
THE IRAN WAR - WHAT'S THE ENDGAME?
Regime change is far more likely than quagmire
Mar 30
•
Russell Clark
31
33
3
10:56
FED RATES TO 7%?
That is in no-one's forecast - but it would be what history suggests...
Mar 26
•
Russell Clark
20
16
1
3:13
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