russellclark
russellclark
russellclark avatar

russellclark

Macro
Commodity
Forex

Hedge fund manager - specialising in macro trends and short selling

291Posts
119Comments
13%Best ROI
joined

Joined on 18th December 2025

Never been a huge fan of silver - its a relatively illiquid market, making it prone to sharp rallies and sharp falls. But the good thing about its rally this year is that it makes gold look reasonable value again. I would be a bigger fan of silver if I knew central banks were buying it instead of US treasuries - but I do not "know" that is the case.


Bitcoin tends to be a momentum asset. Which in my book means buying it when the 200MDA inflects up, and avoiding it when the 200MDA is moving down. Currently it still in the "avoid" trend. This attitude is reinforced by the still very high numbers of shares outstanding in IBIT US.