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 EpisodesTRACKING CHINA RETAIL GOLD FLOWSJul 3 • Russell ClarkJUNE UPDATEJul 1 • Russell ClarkA BETTER LEAD ON GOLD PRICEJun 29 • Russell ClarkTHE AI BULL AND BEAR CASE FOR DUMMIESJun 26 • Russell ClarkMORE THOUGHTS ON GLD/TLT AND A CLARIFICATION ON FOOD INFLATIONJun 25 • Russell ClarkRED PILL/BLUE PILL TIME..... AGAINJun 24 • Russell ClarkIT'S PROBABLY TIME TO PUT THE WEAK DOLLAR TRADE ON AGAINJun 24 • Russell ClarkLEVERAGED ETFS WILL BE A PROBLEMJun 23 • Russell Clark