Hedge funds, macro and short selling.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 754 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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russell-clark.comLatest Issues
IT FINALLY MIGHT BE TIME
Something odd is happening....
The pro-labour theory of markets has played out in all ways but one in my view. First growth would be good, and unemployment would be low. Correct. Second, cost of capital would rise. Correct. Third, equity m...
MACRO AND JAPAN
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Is there one market that western macro investors just can’t seem to get right - its Japan. The only thing that is constant is that once they think they get it, they really don’t. For someone who used to live in Japan, I can s...
JULY UPDATE
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It was a wild month in equities, where momentum investing got destroyed. The GS US High Beta Momentum Index shows it well. You have to go back to 2008 to see a similar size move.
Semiconductors were the area to get nailed in...
GETTING DOWN TO THE HEART OF THE AI TRADE
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At the heart of the AI discussion is one issue and issue alone. Are the hyperscalers spending too much? The Economist provides a nice guide, basically showing that we are twice the dot com boom in half the time!
Goldman Sach...
SHOULD YOU SHORT MEMORY STOCKS?
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I have done a LOT of short selling in my life. In my previous career I ran a hedge fund of one sort or another from 2006 to 2021, so a 15 year continuous stretch. I was long from 2006 to 2007, then short 2008 to 2010, when br...
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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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