Hedge funds, macro and short selling.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 775 | Founded | 5 years ago | Last Issue | 4 days ago |
| Active | |||||
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russell-clark.comLatest Issues
A REVERSE GFC?
2008 was subprime leaching into prime. Today, is prime leaching into subprime?
Getting old has pluses and minuses. One recent plus is I can finally play some decent tennis, its only taken 15 years of work! One recent negative is I can only...
WHY LONG/SHORT HEDGE FUNDS ARE NO GOOD ANYMORE
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I was lucky enough to start working at GAM in 2002. GAM was a leader in the fund of hedge fund business just as it was booming. The source of this success was not hard to find, and being at GAM was a great place to see it. Th...
THE TREAURY BUYBACK IS TOO SMALL
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One of Prime Minister Abe’s aim was to get Japanese investors to stop being conservative. He was particularly keen on getting Japanese investors out of JGBs. The main was was to get the Bank of Japan buying basically the enti...
OBSERVATIONS ON CURRENCIES
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Like almost everything in my life, if something works, then I keep using it, but when it stops working, I move on. Currencies used to be so reliable in finance, I build my whole investing process around it. I am provoked to w...
WHAT TO DO ABOUT THE YEN? PART 2
Theory v practice
I decided to get in to finance in 1998, when living in HK. I was fascinated at how currencies, interest rates and equities were so tightly bound, and this fascination led me to a hedge fund career. You can read about it m...
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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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