Share this postCopy linkFacebookEmailNotesMoreCapital Flows and Asset MarketsFEBRUARY NEWSLETTER AND REVIEW22Share this postCopy linkFacebookEmailNotesMore21×Preview0:00Current time: 0:00 / Total time: -0:26-0:26Audio playback is not supported on your browser. Please upgrade.FEBRUARY NEWSLETTER AND REVIEWI see pro-labour everywhere but in the stock market and cryptoRussell ClarkMar 02, 2024∙ Paid22Share this postCopy linkFacebookEmailNotesMore2ShareSubscribeThe key trade of GLD/TLT continues to recover from the sell off seen in later 2023. And key lead indicator on treasuries, 30 year JGBs, still points to higher treasury yields.But elsewhere in markets, liquidity still reigns supreme. 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 EpisodesCALCULATED RISKFeb 12 • Russell ClarkWHAT'S THE DEAL WITH CHINESE TECH?Feb 11 • Russell ClarkHOW I READ THE US TECH SECTORFeb 10 • Russell ClarkDOES BUFFETT'S SALE OF APPLE STOCK MEAN ANYTHING?Feb 10 • Russell ClarkMORE THOUGHTS ON AI, DEEPSEEK AND NVIDIA Feb 7 • Russell ClarkDEEPSEEK SETS ME FREEFeb 4 • Russell ClarkJANUARY PORTFOLIO REVIEWFeb 3 • Russell ClarkIS NVIDIA A SHORT?Jan 29 • Russell Clark