Hedge funds, macro and short selling.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 710 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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russell-clark.comLatest Issues
SHOULD I SWITCH FROM GOLD TO COPPER?
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The way I work is I try and think about the world we live in, and what are the most likely long term outcomes. As of today, I still think a pro-labour world which drives higher inflation, and an eventually dearth of capital....
IS FERTILITY DECLINING BECAUSE WE DON'T NEED HUMANS FOR LABOUR ANYMORE?
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I have been generally very bullish on fertility rates rising again. I saw three big changes - first was rising wages, the second was improved reproductive technology, and thirdly was the rise of “work from home” culture, whic...
MAY UPDATE
GLD/TLT gave me nothing - but still an up month
GLD/TLT actually lost 1.7% in May, as gold remains lacklustre, and TLT which looked like it was ready to break down, staged a rally. The US 30 year treasury briefly broke 5%, but came back ag...
IS GLD/TLT DONE?
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I had lunch with an old client a few months ago. One thing he said to me was the GLD/TLT was my only idea. A little harsh, but maybe is is the only idea I have been REALLY committed to for the last four years or so. And why n...
IS THE PRO-LABOUR TRADE WORKING?
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The original thinking behind the Pro-Labour trade was that politicians everywhere were being forced to address imbalances in the economy. The main one was sky high property prices. After the GFC, another property crash was of...
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Authors
The writers behind this newsletter.
20 years in the markets, specialising in hedge funds, macro and short selling. Taking a break to write newsletters instead.
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