• Russell Clark Investment Management is returning capital to investors, and in the process of shutting down. 

    The research is still freely available and does not require registration.

    Russell is now publishing research at www.russell-clark.com

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  • Russell Clark
    CEO, CIO

    June 2021 Gold and Bitcoin

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

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  • Russell Clark
    CEO, CIO

    May 2021 Wage Inflation

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

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  • 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."

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  • 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."

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  • Russell Clark
    CEO, CIO

    February 2021 The End of the Japanese Farmland Bear Market

    "Japanese farmland is difficult to purchase, even for Japanese nationals. So how can you get exposure to a rise in farmland values?"

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