Capital Flows and Asset Markets
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13:44
Capital Flows and Asset Markets
Explaining how capital flows and asset markets work
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0:33
NOVEMBER NEWSLETTER AND PORTFOLIO
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13:44
NOVEMBER NEWSLETTER AND PORTFOLIO
Pro-labour trade still looks good - will add to existing trades
20 hrs ago
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Russell Clark
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NOVEMBER NEWSLETTER AND PORTFOLIO
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13:53
WHY HAVE EQUITY?
Does Clearinghouse Reform Make Equity Unnecessary?
Nov 28
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Russell Clark
15
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WHY HAVE EQUITY?
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8
13:56
WHY CHANOS FAILED
Is Short Selling A Dead Industry?
Nov 27
•
Russell Clark
41
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WHY CHANOS FAILED
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24
9:19
PRO-LABOUR POLITICS AT WORK
Japan continues to run pro-capital policies, while Mexico and Korea runs pro-labour policies.
Nov 21
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Russell Clark
33
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PRO-LABOUR POLITICS AT WORK
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18
9:38
TLT - THE NEW WIDOWMAKER
Is the bond rally done?
Nov 16
•
Russell Clark
30
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TLT - THE NEW WIDOWMAKER
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15
13:43
PORTFOLIO CONSTRUCTION - SHOULD I GET RID OF THE LONG BOOK?
Listen now (14 mins) | My value add is on the short side - and maybe the long book is a waste of time?
Nov 14
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Russell Clark
22
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PORTFOLIO CONSTRUCTION - SHOULD I GET RID OF THE LONG BOOK?
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12:35
SHOULD I SHORT LUXURY?
Listen now (13 mins) | A pro-labour shift feels like it should not be great for luxury stocks
Nov 13
•
Russell Clark
32
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SHOULD I SHORT LUXURY?
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18
15:42
PORTFOLIO CONSTRUCTION : WHAT TO DO ABOUT THE MAGNIFICENT SEVEN?
Listen now (16 mins) | It seems to me there are no good options. Politics has turned against them, but when does it bite looks impossible to time.
Nov 8
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Russell Clark
22
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PORTFOLIO CONSTRUCTION : WHAT TO DO ABOUT THE MAGNIFICENT SEVEN?
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15
12:08
IS SHORT TLT DONE? PART TWO
I can understand treasury bullishness - I just think its wrong.
Nov 6
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Russell Clark
42
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IS SHORT TLT DONE? PART TWO
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16
14:19
CURRENCIES IN A PRO-LABOUR WORLD
Or why is the Yen no longer a safe haven currency
Nov 3
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Russell Clark
27
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CURRENCIES IN A PRO-LABOUR WORLD
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10
12:00
THOUGHTS ON SHORT SELLING
Currency based (macro) short selling is not working, but competition based short selling IS (to a degree).
Oct 30
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Russell Clark
19
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THOUGHTS ON SHORT SELLING
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4
10:24
ANALYSING BLACKSTONE - ADDENDUM
A summary of the feedback, and whether private equity is worth shorting
Oct 27
•
Russell Clark
33
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ANALYSING BLACKSTONE - ADDENDUM
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Capital Flows and Asset Markets
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