Capital Flows and Asset MarketsBRUMBY CAPITAL UPDATE20911×Preview0:00Current time: 0:00 / Total time: -0:13-0:13Audio playback is not supported on your browser. Please upgrade.BRUMBY CAPITAL UPDATEA good monthRussell ClarkSep 01, 2025∙ Paid2091ShareSubscribeA surprisingly good month, despite relative tame macro moves.This 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 TLT STILL A SHORT?8 hrs ago • Russell ClarkSTRATEGY UPDATEApr 14 • Russell ClarkTHE MARKETS AND AIApr 13 • Russell ClarkTHE GAYS OF HORMUZApr 7 • Russell ClarkEASTER ESSAY - THE DEINSTITUTIONALISATION OF SOCIETYApr 5 • Russell ClarkSTRATEGY UPDATEApr 3 • Russell ClarkIS GOLD GOING TO GET THE BITCOIN TREATMENT?Apr 2 • Russell ClarkMARCH NEWSLETTERApr 1 • Russell Clark