Archive - Capital Flows and Asset Markets

IS THE AI TRADE DONE - PART 2

The market does not hate AI - it hates capex

16 hrs ago • Russell Clark

7:33

IS THE AI TRADE DONE?

Pro-labour theory should be bad for asset markets - or at least speculation

Jul 16 • Russell Clark

9:46

MEMORY AND WAFER UPDATE

Memory stocks have been wild - wafers not so much

Jul 14 • Russell Clark

6:22

FROM THE ARCHIVE - IS GOLD BUYING A LEADING INDICATOR OF FINANCIAL DISTRESS?

A very topical note.

Jul 11 • Russell Clark

7:28

FROM THE ARCHIVE - PEAK OIL PRICE

Calling a top in oil in 2011

Jul 11 • Russell Clark

1:30

GATES, PRIVATE CREDIT AND ME

Or why gating redemptions is probably the dumbest thing you can do.

Jul 10 • Russell Clark

7:21

FROM THE ARCHIVES!

I found some of my original research.

Jul 9 • Russell Clark

1:03

MY READ OF THE AI TRADE

Does a falling Meta and Microsoft share price mean its time to short the memory stocks?

Jul 9 • Russell Clark

7:57

IS IT FINALLY TIME FOR THE TREASURY MARKET TO CRACK?

Bond markets and currency markets are pointing that way

Jul 8 • Russell Clark

9:47

HOW DO MARKETS TOP? HAS THE US TOPPED OUT?

Random thoughts

Jul 7 • Russell Clark

14:06

TRACKING CHINA RETAIL GOLD FLOWS

Tracking PBOC flows are easy. Retail is a bit trickier

Jul 3 • Russell Clark

11:40

Looking at market moves, you can see whatever you want to see

Jul 1 • Russell Clark

8:03

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