Archive - Capital Flows and Asset Markets

IS FERTILITY DECLINING BECAUSE WE DON'T NEED HUMANS FOR LABOUR ANYMORE?

Is having a child now the equivalent of having a horse or puppy - a lifestyle choice rather than genetic mission?

15 hrs ago • Russell Clark

11:16

GLD/TLT gave me nothing - but still an up month

Jun 1 • Russell Clark

7:25

May 2026

IS GLD/TLT DONE?

Does it end with a whimper, and not a bang?

May 28 • Russell Clark

9:28

IS THE PRO-LABOUR TRADE WORKING?

Yes - everywhere but AI

May 27 • Russell Clark

6:21

WHAT'S THE DEAL WITH SOFTBANK?

Since the Open AI legal case was dismissed, the stock has soared.

May 26 • Russell Clark

11:48

SPACEX, COST OF CAPITAL AND AI

The SpaceX prospectus is truly illuminating

May 22 • Russell Clark

10:49

3 - Capital Flows Create Their Own Bull Market

Timing flows is the key

May 21 • Russell Clark

9:41

REASON 314 OF WHY YOU SHOULD READ THE ECONOMIST BACKWARDS

The money making ideas are always at the back.

May 20 • Russell Clark

10:19

TLT IS FINALLY WORKING - SHOULD I DITCH GLD?

Gold is not looking great - but is still a worthwhile hedge?

May 19 • Russell Clark

5:15

SOFTBANK, YOU ARE THE WEAKEST LINK. GOODBYE.

The true purpose of bear markets - to destroy competition.

May 18 • Russell Clark

11:22

TRYING TO PRICE TOTAL AI MARKET

The hyperscaler capex makes strategic sense more than economic sense.

May 15 • Russell Clark

10:28

IS SOFTBANK THE SOFT FLANK OF AI?

In tech, the first one to run out of capital, loses

May 12 • Russell Clark

9:49

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