Archive - Capital Flows and Asset Markets

PRECIOUS METALS ADDENDUM

Maybe the macro community is not so stupid

Apr 17 •

1:30

PRECIOUS METALS - WHY IS ONLY GOLD ACTING PRECIOUS

Explaining the precious metal divergence through flows.

Apr 17 •

12:47

APARTMENTS REITS AND BLACKSTONE

What does Blackstone's purchase of Apartment Income REIT Corp (AIRC) mean?

Apr 15 •

9:53

WHAT GOLD, REAL RATES AND GOLD MINERS ARE ALL TELLING YOU

That its a pro-labour world.

Apr 11 •

8:11

RUSSELL CLARK - MUSEUM PIECE

Turning 50 has definitely moved me closer to the end than the beginning!

Apr 10 •

14:07

THE SLEEPER HAS AWAKENED

Suddenly I care about markets again

Apr 5 •

14:05

MARCH NEWSLETTER AND REVIEW

Strong month for inflationary assets

Apr 2 •

5:22

March 2024

IS LONG YEN THE NEW WIDOWMAKER?

And short JGBs is the new "spousemaker"?

Mar 28 •

7:27

Thoughts on American corporates and the stock market

Mar 27 •

10:49

YOU CAN'T HANDLE THE TRUTH

Or why young and old managers outperform middle aged managers

Mar 25 •

12:53

PRO-LABOUR SHIFT WITHIN A GRAND UNIFYING THEORY

Can we explain markets in a better way?

Mar 22 •

10:47

WHAT GATTACA TAUGHT ME ABOUT LIFE

I have always loved this movie, and as I age the lessons it teaches me change

Mar 19 •

11:40

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