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 EpisodesTIME 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 ClarkIS THE GOLD TRADE DONE?Oct 3 • Russell ClarkBRUMBY CAPITAL UPDATEOct 1 • Russell ClarkTIME TO GET BEARISH - FOLLOW UP POSTSep 30 • Russell Clark