Capital Flows and Asset MarketsWHERE TO FROM HERE - PART II18211×Preview0:00Current time: 0:00 / Total time: -0:24-0:24Audio playback is not supported on your browser. Please upgrade.WHERE TO FROM HERE - PART IILeverage has built upRussell ClarkJun 19, 2026∙ Paid1821ShareSubscribeThere are an increasing number of divergences in markets, which typically signal caution. Furthermore, there are signs of increasing amount of leverage in the both bond and equity markets.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 EpisodesJULY UPDATE21 hrs ago • Russell ClarkGETTING DOWN TO THE HEART OF THE AI TRADEJul 31 • Russell ClarkSHOULD YOU SHORT MEMORY STOCKS?Jul 30 • Russell ClarkHYPERSCALER COST OF CAPITAL IS RISING - WHAT HAPPENS NEXT?Jul 29 • Russell ClarkWHAT DOES IT MEAN WHEN HEDGE FUND MANAGERS ARE WRONG?Jul 28 • Russell ClarkIS THE GREAT SEMICODUCTOR BEAR MARKET UPON US?Jul 28 • Russell ClarkPROBABLY TIME TO GET BEARISHJul 23 • Russell ClarkGLT/TLT AGAIN?Jul 22 • Russell Clark