• Replay Webcast: Russell Clark on Is China Going to Devalue?

    Russell talks about how the bear market in Chinese tech may be signalling bigger problems in China.

    > Read more

  • Russell Clark Investment Management is an investment company that provides money management expertise to eligible counterparties and professional clients.

    Total assets under management are over USD 284m as at 30th September 2021.

    > Read more

  • Russell Clark
    CEO, CIO

    June 2021 Gold and Bitcoin

    "Bitcoin is a scarce asset by definition, but is it still an illiquid asset?"

    > Read more

  • Russell Clark
    CEO, CIO

    May 2021 Wage Inflation

    "For bond markets, is wage inflation the only inflation that counts?"

    > Read more

  • Russell Clark
    CEO, CIO

    March 2021 The Collapse of Socialism, Wage Inflation and Food Inflation

    "If Chinese policymakers are looking to promote growth, they could look at the US in the 1930s for ideas."

    > Read more

  • Russell Clark
    CEO, CIO

    March 2021 The Bear Case for Gold

    "The price of a Big Mac should match up with not only the cost of food, but prevailing wages and rent. In 2000 one ounce of gold bought 100 Big Macs. This increased to 400 by 2010. Currently it buys 350."

    > Read more