Playback speed×Share postShare post at current time0:00/Playback speed×Share post0:00/PreviewAudio playback is not supported on your browser. Please upgrade.2610STRATEGY UPDATEYes - Its a video!Russell ClarkApr 03, 2026∙ Paid2610ShareSubscribeSorry guys - you need to be a paying sub to watch this one. It’s about what I am trying to do, how its going, and whether market moves in March invalidated or validate the thesis.SubscribeThis 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 EpisodesTHE CREDIT MARKETS PUZZLE ME - BUT EQUITIES PUZZLE ME MOREAug 17 • Russell ClarkWHAT'S THE DEAL WITH THE YEN INTERVENTION?Aug 12 • Russell ClarkCONFIRMED - SEMIS ARE THE NEW OILAug 10 • Russell ClarkIT FINALLY MIGHT BE TIMEAug 5 • Russell ClarkMACRO AND JAPANAug 4 • Russell ClarkJULY UPDATEAug 2 • Russell ClarkGETTING DOWN TO THE HEART OF THE AI TRADEJul 31 • Russell ClarkSHOULD YOU SHORT MEMORY STOCKS?Jul 30 • Russell Clark