Capital Flows and Asset MarketsBRUMBY CAPITAL - POSITION UPDATE91×Preview0:00Current time: 0:00 / Total time: -0:10-0:10Audio playback is not supported on your browser. Please upgrade.BRUMBY CAPITAL - POSITION UPDATEUpdate on one of my Japanese positions.Russell ClarkNov 26, 2025∙ Paid9ShareSubscribeThis 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 EpisodesDO RISING YIELDS ACTUALLY AFFECT STOCKS?Sep 4 • Russell ClarkWTF? WAFERS, TOO FAR?Sep 3 • Russell ClarkAUGUST REVIEWSep 1 • Russell ClarkIS 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 Clark