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 THE CRAPPY BANK TRADE DONE?Oct 17 • Russell ClarkAI, VIX AND AUTOCALLABLESOct 17 • Russell ClarkNIIP AND GOLDOct 15 • Russell ClarkTIME TO TRANSITION FROM GLD/TLT TO GLD/SPX?Oct 13 • Russell ClarkARE WE PEAK WAR?Oct 10 • Russell ClarkLONG YEN - THE NEW WIDOWMAKER GOES TO WORKOct 8 • Russell ClarkTIME TO GET BEARISH - PART 2Oct 6 • Russell ClarkGOLD MINERS AND GLD/TLTOct 3 • Russell Clark