Archive - Capital Flows and Asset Markets

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 •

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 •

8:34

RANDOM THOUGHTS AND OBSERVATIONS

Pro-labour political swing continues

Apr 12 •

9:46

BRUMBY CAPITAL UPDATE

Looking good to go for May 1

Apr 11 •

4:52

Market Update With Russell Clark

A recording from Russell Clark and Maggie Lake's live video

Apr 11 •

and

44:29

WHAT WE LEARNED IN THE LAST TWO DAYS

The US is more like an emerging market than a developed market.

Apr 10 •

5:03

Clearinghouse reform comes back to bite regulators

Apr 9 •

THE MARKET SAYS REFLATION

At least for today

Apr 8 •

4:55

TIME TO CHANGE STRATEGY?

Does "Liberation Day" Change Everything?

Apr 7 •

11:17

DEFLATION? REALLY?

Politics continues to point to reflation

Apr 4 •

12:26

WHERE DO WE GO FROM HERE?

March felt like a tremor foreshadowing a much greater earthquake

Apr 2 •

10:17

MARCH PORTFOLIO REVIEW

Apr 1 •

9:40

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