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 EpisodesARBITRAGING ACROSS ASSET CLASSESDec 3 • Russell ClarkCHRISTMAS HAIKU CONTEST IIDec 1 • Russell ClarkNOVEMBER REVIEWDec 1 • Russell ClarkFOOD INFLATION AND THE MINIMUM WAGENov 25 • Russell ClarkINVESTMENT OUTLOOKNov 24 • Russell ClarkTHE PRO-LABOUR SHIFT IS TAKING HOLDNov 20 • Russell ClarkMOVING NET SHORTNov 18 • Russell Clark