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

Interesting times in the wafer trade - Sumco can been conspicioulsy weak, while its listed subsidiary in Taiwan has been conspicuously strong. Something has to give...

Interesting times in the wafer trade - Sumco can been conspicioulsy weak, while its listed subsidiary in Taiwan has been conspicuously strong. Some...