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ARE WE PEAK WAR?
European defence stocks has been a great place to be - but are we peak war?
4 hrs ago
•
Russell Clark
13
3
10:08
LONG YEN - THE NEW WIDOWMAKER GOES TO WORK
Long Yen, not short JGBs is the new widowmaker
Oct 8
•
Russell Clark
40
8
8:38
TIME TO GET BEARISH - PART 2
A collection of bear p&rn. Make of it as you wish - I am adding shorts.
Oct 6
•
Russell Clark
22
2
9:01
GOLD MINERS AND GLD/TLT
GLD/TLT does imply a new world for gold miners
Oct 3
•
Russell Clark
19
9
2:56
IS THE GOLD TRADE DONE?
I am getting nervous
Oct 3
•
Russell Clark
27
10
12:17
BRUMBY CAPITAL UPDATE
September was a good month
Oct 1
•
Russell Clark
18
8
9:27
September 2025
TIME TO GET BEARISH - FOLLOW UP POST
My previous post generated a lot of comments
Sep 30
•
Russell Clark
35
13
11:15
TIME TO GET BEARISH?
Its a good question...
Sep 25
•
Russell Clark
27
7
9:02
THOUGHTS ON FERTILITY
Thinking about the recent article in the Economist
Sep 23
•
Russell Clark
26
21
9:17
CLEARINGHOUSE CLARIFICATION - AND SHORT IDEA
Not all clearinghouses are the same
Sep 18
•
Russell Clark
13
3
11:09
ORACLE, GOLD AND THE S&P 500
How do I match up Oracle's numbers with the performance of gold against the S&P 500?
Sep 17
•
Russell Clark
17
9
9:52
CLEARINGHOUSES AND THE BASIS TRADE
Where are we at the moment?
Sep 15
•
Russell Clark
26
5
11:11
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