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 EpisodesTHE PROBLEM WITH SUBSTACK5 hrs ago • 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 ClarkCONFIRMED - SEMIS ARE THE NEW OILAug 10 • Russell ClarkIT FINALLY MIGHT BE TIMEAug 5 • Russell ClarkMACRO AND JAPANAug 4 • Russell Clark