In a similar vein - Gold v S&P 500 have come back to levels where it looks interesting as well.
russellclark
Hedge fund manager - specialising in macro trends and short selling
291Posts
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13%Best ROI
Joined on 18th December 2025
Interesting to see some "Chinese Flagged" ships are passing through the Straits of Hormuz. Does the Iran War just end up causing all Middle East production to go to China, India and other "non-aligned" nations? And Japan and Korea rely on Australian and US supply?
February Newsletter
A new feature of Slice is to publish articles - so posting my newsletter here. The US dollar line of Brumby Capital returned 7.5% this month. This compares to 0.6% return for MSCI World. The fund is now up 16% for the y…
