russellclark
russellclark
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russellclark

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Macro
Commodity
Forex

Hedge fund manager - specialising in macro trends and short selling

291Posts
119Comments
13%Best ROI
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Joined on 18th December 2025

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.
russellclark
Public Post

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?