russellclark

Macro

Commodity

Forex

Hedge fund manager - specialising in macro trends and short selling

266Posts

113Comments

13%Best ROI

Joined on 18th December 2025

russellclark

Feb 27, 2026Private Post

Feb 26, 2026Public Post

I am really struggling to not get bearish on gold and silver... the valuations given to silver miner Wheaton Precious Metals is not that sensible... and it makes up 21% of Silver Miner etf SIL US.

russellclark

Feb 25, 2026Private Post

russellclark

Feb 25, 2026Private Post

russellclark

Feb 24, 2026Private Post

russellclark

Feb 23, 2026Private Post

Feb 23, 2026Public Post

When I was young, technology was always deflationary. Then from 2010 onwards it became inflationary. Now I think markets are pricing in tech deflation again.

russellclark

Feb 23, 2026Private Post

russellclark

Feb 23, 2026Private Post

russellclark

Feb 20, 2026Private Post

russellclark

Feb 20, 2026Private Post

Feb 19, 2026Public Post

Part of my strategy is Japanese bank consolidation. Constructive news today. I won Toho Bank which has a stake in a bank based in a neighbouring city ... see more

Part of my strategy is Japanese bank consolidation. Constructive news today. I won Toho Bank which has a stake in a bank based in a neighbouring city...

Part of my strategy is Japanese bank consolidation. Constructive news today. I won Toho Bank which has a stake in a bank based in a neighbouring city...

russellclark

Feb 18, 2026Private Post