Playback speed×Share postShare post at current timeShare from 0:000:00/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 EpisodesREASON 314 OF WHY YOU SHOULD READ THE ECONOMIST BACKWARDS11 hrs ago • Russell ClarkTLT IS FINALLY WORKING - SHOULD I DITCH GLD?May 19 • Russell ClarkSOFTBANK, YOU ARE THE WEAKEST LINK. GOODBYE.May 18 • Russell ClarkTRYING TO PRICE TOTAL AI MARKETMay 15 • Russell ClarkIS SOFTBANK THE SOFT FLANK OF AI?May 12 • Russell Clark"IT'S ONLY WAFER THIN" - "ALRIGHT THEN, BUY ME SOME WAFER STOCKS" May 7 • Russell ClarkGOLD FOR BITCOIN?May 5 • Russell ClarkMAYBE FOOD INFLATION IS THE KEYMay 1 • Russell Clark