Share this postCopy linkFacebookEmailNotesMoreCapital Flows and Asset MarketsMARCH NEWSLETTER AND REVIEW26Share this postCopy linkFacebookEmailNotesMore51×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∙ Paid26Share this postCopy linkFacebookEmailNotesMore5ShareSubscribeThe 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 EpisodesMMT AND ME3 hrs ago • Russell ClarkTREMOR IN THE REPO MARKETS?Jul 7 • Russell ClarkBRUMBY UPDATEJul 3 • Russell ClarkMOMENTUM INVESTING WON'T DIE - PART 2Jul 2 • Russell ClarkMOMENTUM INVESTING JUST WON'T DIEJun 30 • Russell ClarkGOLD/NASDAQJun 27 • Russell ClarkWHY IRAN DOES NOT MATTERJun 23 • Russell ClarkCHILD'S PLAYJun 21 • Russell Clark