Share this postMARCH NEWSLETTER AND REVIEWwww.russell-clark.comCopy linkFacebookEmailNoteOtherCapital Flows and Asset MarketsMARCH NEWSLETTER AND REVIEW26Share this postMARCH NEWSLETTER AND REVIEWwww.russell-clark.comCopy linkFacebookEmailNoteOther51×Preview0:00-0:13Audio playback is not supported on your browser. Please upgrade.MARCH NEWSLETTER AND REVIEWStrong month for inflationary assetsRussell ClarkApr 02, 2024∙ Paid26Share this postMARCH NEWSLETTER AND REVIEWwww.russell-clark.comCopy linkFacebookEmailNoteOther5ShareSubscribeThe 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 PEAK SEMI THE REAL DEAL?Oct 17 • Russell ClarkTHE PROBLEM WITH PLATFORM STOCKSOct 15 • Russell ClarkCHINA AND GLD/TLTOct 7 • Russell ClarkARE YOU BULLISH CHINA? WANT SOME IDEAS?Oct 2 • Russell ClarkSEPTEMBER PORTFOLIO REVIEWOct 1 • Russell ClarkSHOULD WE CHASE THE CHINA TRADE?Sep 30 • Russell ClarkBITCOIN AND GLD/TLTSep 25 • Russell ClarkTECHNOLOGY AND EMPIRESep 24 • Russell Clark