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MEGA TRADE FOLLOW UP : FAILURE TO LAUNCH
Watch now (11 min) | Even a space race does not make rocket business look like a mega trade
Russell Clark
Jan 25
12
4
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MEGA TRADE FOLLOW UP : FAILURE TO LAUNCH
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FOOD INFLATION UPDATE
Watch now (12 min) | Commodity related inflationary impulse has lessened, but strangely GLD/TLT continues to trade well.
Russell Clark
Jan 23
14
8
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FOOD INFLATION UPDATE
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BONDS - DO SOME MATH
Watch now (10 min) | BDSM - Bonds, do some math
Russell Clark
Jan 19
29
7
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BONDS - DO SOME MATH
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RETHINKING JAPAN
Watch now (15 min) | Is Japan a vision of the future? Or an outlier? Or it really the centre of the financial universe? I am toying with the idea as…
Russell Clark
Jan 17
21
19
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RETHINKING JAPAN
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ARE JAPANESE BANKS A BUY?
Watch now (10 min) | If we are moving to a pro-labour world, then yes
Russell Clark
Jan 12
13
25
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ARE JAPANESE BANKS A BUY?
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SHORT SELLING SUCKS - SINO STOCKS SERIES
Watch now (8 min) | Short selling is never easy
Russell Clark
Jan 10
13
2
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SHORT SELLING SUCKS - SINO STOCKS SERIES
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WAR IN UKRAINE - HUNTING FOR THE MEGA TRADE
Watch now (12 min) | The war in Ukraine has changed the world in a new and profound way
Russell Clark
Jan 9
17
11
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WAR IN UKRAINE - HUNTING FOR THE MEGA TRADE
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WHAT TO DO ABOUT INDIA?
Watch now (15 min) | I have mixed feelings about investing India. It sits in the junction of pro-capital and pro-labour policies. I suspect the market…
Russell Clark
Jan 4
17
12
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WHAT TO DO ABOUT INDIA?
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NEW YEAR SPECIAL : HAVE WE SEEN A PEAK IN PAX AMERICANA?
Watch now (13 min) | How can we define it? And if we have peaked, how should we invest?
Russell Clark
Jan 2
24
13
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NEW YEAR SPECIAL : HAVE WE SEEN A PEAK IN PAX AMERICANA?
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December 2022
CHRISTMAS SPECIAL : HAVE THERE BEEN OTHER PRO-LABOUR SHIFTS?
Watch now (15 min) | Pro-labour shifts when they occur between countries tend to be revolutionary. If a pro-labour shift is an attack on American…
Russell Clark
Dec 23, 2022
26
5
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CHRISTMAS SPECIAL : HAVE THERE BEEN OTHER PRO-LABOUR SHIFTS?
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BOJ - WELCOME TO THE PARTY!
Watch now (5 min) | Pro-labour swing finally arrives in Japan
Russell Clark
Dec 20, 2022
31
5
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BOJ - WELCOME TO THE PARTY!
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HOW TO RUN NET SHORT
Watch now (16 min) | But you need to be sure of the political world we are operating in
Russell Clark
Dec 17, 2022
12
14
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HOW TO RUN NET SHORT
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