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 EpisodesWHAT THE HELL IS HAPPENING IN ASIA?10 hrs ago • Russell ClarkEXCITING TIMES!Mar 3 • Russell ClarkFEBRUARY REVIEWMar 2 • Russell ClarkTHE ANATOMY OF A FAILED SHORTFeb 27 • Russell ClarkSHOULD I CUT THE SHORT BOOK?Feb 25 • Russell ClarkSO CHINA IS STILL BUYING TREASURIES?Feb 25 • Russell ClarkTHE CHANGING NATURE OF MARKETS AND SHORT SELLINGFeb 24 • Russell ClarkCAN AI BE A BUBBLE LIKE THE DOT COM BUST?Feb 23 • Russell Clark