Capital Flows and Asset MarketsSTRATEGY UPDATE26101×Preview0:00Current time: 0:00 / Total time: -0:28-0:28Audio playback is not supported on your browser. Please upgrade.STRATEGY 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 EpisodesTHOUGHTS FROM SWITZERLANDOct 1 • Russell ClarkWHEN DOES THE BOND MARKET BUCKLE?Sep 28 • Russell ClarkHIGHER YIELDS ARE NOT IMPLYING DEFAULT RISK - AT LEAST NOT YETSep 25 • Russell ClarkHAVE CENTRAL BANKS ALREADY LOST CONTROL OF CREDIT MARKETS?Sep 22 • Russell ClarkMACRO AND THE PRO LABOUR TRADE Sep 18 • Russell ClarkA REVERSE GFC?Sep 16 • Russell ClarkWHY LONG/SHORT HEDGE FUNDS ARE NO GOOD ANYMORESep 15 • Russell ClarkTHE TREAURY BUYBACK IS TOO SMALLSep 14 • Russell Clark