Capital Flows and Asset MarketsMARCH NEWSLETTER AND REVIEW2651×Preview0:00Current time: 0:00 / Total time: -0:13-0:13Audio playback is not supported on your browser. Please upgrade.MARCH NEWSLETTER AND REVIEWStrong month for inflationary assetsRussell ClarkApr 02, 2024∙ Paid265ShareSubscribeThe key trade of GLD/TLT returned to its highs seen in September last year, when I decided to launch a model portfolio.However, unlike in September when TLT weakness was the driver, this month it has been GLD taking out new highs.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 GLD/TLT STILL A GOOD TRADE?Sep 12 • Russell ClarkCLEARINGHOUSE THEORY AND PRACTICE HAS BEEN CORRECT - BUT IS POLITICS NOW FALLING IN TO PLACE TOO?Sep 11 • Russell ClarkWHAT IF THE TRUMP ATTACK ON THE FED IS HAWKISH?Sep 8 • Russell ClarkSOMETHING WICKED THIS WAY COMES - UPDATE 2Sep 4 • Russell ClarkWHAT TO DO ABOUT YEN?Sep 2 • Russell ClarkBRUMBY CAPITAL UPDATESep 1 • Russell ClarkI FIND MYSELF UNCONTROLLABLE BULLISH ON JAPANAug 28 • Russell ClarkSOMETHING WICKED THIS WAY COMES - UPDATEAug 25 • Russell Clark