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APARTMENTS REITS AND BLACKSTONE
What does Blackstone's purchase of Apartment Income REIT Corp (AIRC) mean?
 • 
Russell Clark
5
9:53

March 2024

PRO-LABOUR SHIFT WITHIN A GRAND UNIFYING THEORY
Can we explain markets in a better way?
 • 
Russell Clark
12
10:47
TRUMP OR BIDEN? DOESN'T MATTER - THE POLITICS IS THE SAME
Most fund managers hate thinking about politics - but all the alpha is in catching policy changes.
 • 
Russell Clark
3
9:36
IS IT TIME TO LAUNCH THE SHORT FUND?
Trying to balance out the bear case with the bull case
 • 
Russell Clark
8
8:59

January 2024

THE FINANCIAL PARADOX OF DODGINESS
The parable of Saylor v SBF
 • 
Russell Clark
5
6:59

October 2023

FINALLY PUTTING MY MONEY WHERE MY MOUTH IS!
Investment strategy and business strategy are beginning to align
 • 
Russell Clark
27
13:26

July 2023

May 2023

RETHINKING THE SHORT BOOK
The shift to pro-labour is affecting the capital markets differently to how I expected
 • 
Russell Clark
11
11:37

March 2023

WHAT TO SHORT SELL?
Short selling tends not to work when "The Price Is The News"
 • 
Russell Clark
11
10:33

January 2023

SHORT SELLING SUCKS - SINO STOCKS SERIES
Short selling is never easy
 • 
Russell Clark
2
8:07

December 2022

HOW TO RUN NET SHORT
But you need to be sure of the political world we are operating in
 • 
Russell Clark
14
15:39
WHAT TO SHORT SELL - PART III
If the politics and macro match up, then its time for industry research.
 • 
Russell Clark
8
14:27
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