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Food Inflation
Thoughts on food inflation
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DEFLATION? YOU CANNOT BE SERIOUS!
My 11 pound Pimms, and 7 pound pint are not saying deflation - and neither is the global food market.
Jul 21
•
Russell Clark
11:32
28
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DEFLATION? YOU CANNOT BE SERIOUS!
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GLD/TLT - FOOD INFLATION OR CHINA FOREIGN RESERVE MANAGEMENT?
The first is bearish US stocks, the second is bearish China
May 17
•
Russell Clark
11:55
17
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GLD/TLT - FOOD INFLATION OR CHINA FOREIGN RESERVE MANAGEMENT?
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SVB - IS THAT REALLY THE END OF THE HIKING CYCLE?
The Pro-Labour, Anti-Capital cycle continues in my view
Mar 13
•
Russell Clark
10:45
33
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SVB - IS THAT REALLY THE END OF THE HIKING CYCLE?
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A LONG IDEA!
Pro-labour policies should be good for consumption and commodities everywhere
Mar 3
•
Russell Clark
14:23
14
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A LONG IDEA!
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INFLATION OR NO INFLATION?
That is the question!
Feb 20
•
Russell Clark
11:08
29
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INFLATION OR NO INFLATION?
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THE NEXT FOOD SPIKE?
Is it right to export food when you cannot feed your own people?
Jan 31
•
Russell Clark
10:41
24
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THE NEXT FOOD SPIKE?
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FOOD INFLATION UPDATE
Commodity related inflationary impulse has lessened, but strangely GLD/TLT continues to trade well.
Jan 23
•
Russell Clark
12:13
15
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FOOD INFLATION UPDATE
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Capital Flows and Asset Markets
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Capital Flows and Asset Markets
Hedge funds, macro and short selling.
By Russell Clark
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