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WHAT THE HELL IS HAPPENING IN ASIA?
Korea and Japan after ripping higher are now getting smashed
11 hrs ago
•
Russell Clark
22
3
1
8:15
EXCITING TIMES!
Macro investing is about the death of the old world, and birth of a new one. Adding to the short book.
Mar 3
•
Russell Clark
22
5
1
10:32
FEBRUARY REVIEW
Great month - but I am getting nervous
Mar 2
•
Russell Clark
17
6:16
February 2026
APRIL 23RD - SAVE THE DATE - INVESTOR DAY
Not quite a year anniversary, but close enough
Feb 27
•
Russell Clark
17
THE ANATOMY OF A FAILED SHORT
I like to dissect failed shorts - was the analysis wrong, or just too early?
Feb 27
•
Russell Clark
15
6
10:32
SHOULD I CUT THE SHORT BOOK?
Shorts have worked - but are they done?
Feb 25
•
Russell Clark
13
3
6:10
SO CHINA IS STILL BUYING TREASURIES?
According to Brad Setser the policy banks are buying treasuries. Does this make sense?
Feb 25
•
Russell Clark
26
15
9:52
THE CHANGING NATURE OF MARKETS AND SHORT SELLING
Companies used to get punished for spending too much - now they are punished for spending too little. This suggests inflation is just getting started.
Feb 24
•
Russell Clark
16
3
10:45
CAN AI BE A BUBBLE LIKE THE DOT COM BUST?
Common view - but hard to believe I think
Feb 23
•
Russell Clark
21
9
2
6:00
CURRENCIES AND BEAR P@RN
If I was still a "currency first" hedge fund manager, I would be mega bearish
Feb 19
•
Russell Clark
27
2
5:06
PRIVATE EQUITY AND SOFTWARE
As Napoleon said, its better to be lucky than smart.
Feb 18
•
Russell Clark
13
7:08
DO I LIKE EMERGING MARKETS HERE?
This is not your father's (or boss's) emerging market boom....
Feb 17
•
Russell Clark
24
6:31
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