russellclark
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russellclark
Hedge fund manager - specialising in macro trends and short selling
291Posts
119Comments
13%Best ROI
Joined on 18th December 2025
First genuinely bearish chart I have sen in a long time... personal income is down in the US
If you want to "speculate" in quantum... hard to go past these companies that got funding via the CHIPS Act... as we have seen with Palantir - government connections help
So gold is very responsive to the 2 year yield - but 30 year treasuries and equities are not... or at least not at the moment. Maybe I need something other than TLT on the short leg of GLD/TLT...