Sitemap - 2025 - Capital Flows and Asset Markets
MOMENTUM INVESTING WON'T DIE - PART 2
MOMENTUM INVESTING JUST WON'T DIE
COULD THE US HAVE A NATURAL GAS SHORTAGE?
IS THE JAPANESE "RICE SHOCK" A MOMENT OF CHANGE? IF SO HOW DO WE PLAY IT?
BRUMBY UPDATE - AND ANOTHER DEFENCE STOCK
STILL TIME TO CHASE DEFENCE STOCKS?
WHAT I AM SEEING AND WHAT I AM DOING
THE US GOT THE DOWNGRADE SO WHY ARE JGBs SO WEAK?
IS THIS THE BOTTOM FOR ENERGY PRICES?
FORGET MACRO - ITS ALL POLITICS
BRUMBY CAPITAL AND MARKET UPDATE
ON FERTILITY, CLEARINGHOUSES AND VOLATILTY
APRIL AND FINAL PORTFOLIO REVIEW
THE ONLY TRULY SAFE HAVEN ASSET IS AN ASSET THAT NO ONE OWNS
WALL OF WORRY OR SLOPE OF HOPE?
HAS GLD/TLT GONE TOO FAR TOO FAST?
WHAT TO DO WITH THE US DOLLAR?
AM I THE RONNIE O'SULLIVAN OF MACRO?
RANDOM THOUGHTS AND OBSERVATIONS
Market Update With Russell Clark
WHAT WE LEARNED IN THE LAST TWO DAYS
ARE WE HEADING TO AN ERA OF CAPITAL SCARCITY?
IT'S NOT A RECESSION - ITS A REBALANCING
THINKING ABOUT RESTAURANT CHAINS
WHAT HAPPENING IN AUTOCALLABLE WORLD?
THE RUSSELL CLARK "TRADING RULES"
CAN THE US DOGE A DEBT CRISIS?
TIME TO BE BOLD - ADDING ANOTHER SHORT
HORSEHEAD CAPITAL - GOOD NAME OR BAD NAME?
FROM CAPITAL ABUNDANCE TO CAPITAL SCARCITY
WHAT'S THE DEAL WITH CHINESE TECH?
DOES BUFFETT'S SALE OF APPLE STOCK MEAN ANYTHING?
MORE THOUGHTS ON AI, DEEPSEEK AND NVIDIA
LESSONS FROM THE 1970'S NIFTY FIFTY
REGIME CHANGE IN THE ENERGY MARKETS?
I THINK I MIGHT HAVE BEEN WRONG ON CHINA