Capital Flows and Asset Markets

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IS IT TIME?
While markets fixate on the Fed, should they be looking at the BOJ?
 • 
Russell Clark
8
8:50
UK IS A PRO-LABOUR TEST
What does a pro-labour market look like?
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Russell Clark
12
7:57
AMERICAN CAPITALISM IS A SUPER SAIYANJIN
Whenever you think its done, it evolves into something else
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Russell Clark
6
9:49
NEO-CON VS PRO-LABOUR
Which theory works better?
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Russell Clark
3
16:35
TRUMP IS NOT POPULIST - HE IS NEO-CON
Trump is a fully realised version of neo-conservative theory. Given his political success, we should prepare for a decade or more of neo-con policy.
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Russell Clark
19
15:50
WAR IS ALSO PRO-LABOUR
Modern "Thielian" Theory
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Russell Clark
47
17:49
TAKING A CLOSER LOOK AT RESTAURANT BRANDS INTERNATIONAL
Restaurant Brands International (QSR US) has been a big holding of Bill Ackman for awhile - his stake sale of the management company makes me want to…
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Russell Clark
5
6:53
WHAT WOULD SOROS DO?
June portfolio review
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Russell Clark
7
8:11

June 2024

WHAT WOULD FDR DO?
What would a modern FDR manifesto look like?
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Russell Clark
5
14:22
WHY IS THE FRENCH ELECTION SO BAD FOR BONDS?
What is the French bond market telling up about politics and bonds?
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Russell Clark
4
12:34
MODERN MARXIST THEORY
If Marx was alive today, what would his analysis be?
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Russell Clark
22
18:37
NORINCHUKIN AND JAPANESE BANKS
Is the Japanese bank trade over?
 • 
Russell Clark
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