Capital Flows and Asset MarketsBRUMBY CAPITAL AND MARKET UPDATE1571×Preview0:00Current time: 0:00 / Total time: -0:10-0:10Audio playback is not supported on your browser. Please upgrade.BRUMBY CAPITAL AND MARKET UPDATEOpen - but sitting on cash. Outside of TLT, I feel no rush to tradeRussell ClarkMay 02, 2025∙ Paid157ShareSubscribeThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inCapital Flows and Asset MarketsExplaining how capital flows and asset markets workExplaining how capital flows and asset markets workSubscribeListen onSubstack AppRSS FeedAppears in episodeRussell ClarkRecent EpisodesIS IT TIME TO SHORT SELL?Aug 27 • Russell Clark日本が米国債について教えてくれることAug 26 • Russell ClarkWHAT JAPAN TELLS US ABOUT US TREASURIESAug 26 • Russell ClarkTHE PROBLEM WITH SUBSTACKAug 24 • Russell ClarkTIME FOR BITCOIN?Aug 21 • Russell ClarkNOT THE BEGINNING OF THE END, BUT PROBABLY THE END OF BEGINNINGAug 20 • Russell ClarkTHE CREDIT MARKETS PUZZLE ME - BUT EQUITIES PUZZLE ME MOREAug 17 • Russell ClarkWHAT'S THE DEAL WITH THE YEN INTERVENTION?Aug 12 • Russell Clark