russellclark
russellclark
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russellclark

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Macro
Commodity
Forex

Hedge fund manager - specialising in macro trends and short selling

294Posts
119Comments
13%Best ROI
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Joined on 18th December 2025

russellclark
Public Post

One of the difficulties I am dealing with is whether War in Iran is actually a "big deal". My feeling is that both Russia and now the Middle East are in the process of adjusting to a world where oil is no longer power. The rise of renewable and EV makes the process of adjustment easier over time. I am told almost constantly that is the wrong view - which normally means I am right....

russellclark
Public Post

Very happy with the way Siltronic has traded through the turbulence of this month... a good sign that the catch up trade for wafers relative to DRAM looks like holding water.

Very happy with the way Siltronic has traded through the turbulence of this month... a good sign that the catch up trade for wafers relative to DRA...
russellclark
Public Post

In a similar vein - Gold v S&P 500 have come back to levels where it looks interesting as well.

In a similar vein - Gold v S&P 500 have come back to levels where it looks interesting as well.