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 EpisodesARBITRAGING ACROSS ASSET CLASSES22 hrs ago • Russell ClarkCHRISTMAS HAIKU CONTEST IIDec 1 • Russell ClarkNOVEMBER REVIEWDec 1 • Russell ClarkBRUMBY CAPITAL - POSITION UPDATENov 26 • 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