russellclark

Macro

Commodity

Forex

Hedge fund manager - specialising in macro trends and short selling

266Posts

113Comments

13%Best ROI

Joined on 18th December 2025

russellclark

Mar 27, 2026Private Post

russellclark

Mar 26, 2026Private Post

russellclark

Mar 26, 2026Private Post

Mar 25, 2026Public 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 DRAM looks like holding water.

russellclark

Mar 24, 2026Private Post

russellclark

Mar 20, 2026Private Post

russellclark

Mar 20, 2026Private Post

russellclark

Mar 20, 2026Private Post

Mar 19, 2026Public 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

Mar 19, 2026Private Post

russellclark

Mar 18, 2026Private Post

russellclark

Mar 17, 2026Private Post

Mar 13, 2026Public 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?