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...
russellclark
Public Post

The GS high beta long vs high beta short index is getting hammered again.... Theoretically bad for hedge funds... particularly as the momentum short index is hitting new highs...

The GS high beta long vs high beta short index is getting hammered again.... Theoretically bad for hedge funds... particularly as the momentum shor...The GS high beta long vs high beta short index is getting hammered again.... Theoretically bad for hedge funds... particularly as the momentum shor...