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

Jun 16, 2026Private Post

Jun 16, 2026Public Post

If you want to "speculate" in quantum... hard to go past these companies that got funding via the CHIPS Act... as we have seen with Palantir - government connections help

If you want to "speculate" in quantum... hard to go past these companies that got funding via the CHIPS Act... as we have seen with Palantir - government connections help

russellclark

Jun 16, 2026Private Post

russellclark

Jun 16, 2026Private Post

russellclark

Jun 16, 2026Private Post

russellclark

Jun 12, 2026Private Post

Jun 12, 2026Public Post

So gold is very responsive to the 2 year yield - but 30 year treasuries and equities are not... or at least not at the moment. Maybe I need something other than TLT on the short leg of GLD/TLT ... see more

russellclark

Jun 11, 2026Private Post

russellclark

Jun 11, 2026Private Post

russellclark

Jun 10, 2026Private Post

russellclark

Jun 10, 2026Private Post

Jun 08, 2026Public Post

SpaceX prospecuts is very interesting... Basically Musk invented Starlink to make demand for his rocket launching business. Witht the new Starship - I think he is hoping to make demand by promoting his satellite data centre model. Data centre satellites will be so much more massive, only Starship could possibly transport them. Its a bold plan - but it could easily fail... but if it doesn't, he will revolutionise another industry.

russellclark

Jun 08, 2026Private Post