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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Market Views

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> Gold and Bitcoin Russell Clark June 2021
> Wage Inflation Russell Clark May 2021
> The Collapse of Socialism, Wage Inflation and Food Inflation Russell Clark March 2021
> The Bear Case for Gold Russell Clark March 2021
> The End of the Japanese Farmland Bear Market Russell Clark February 2021
> Food Inflation and Asset Markets Russell Clark February 2021
> Cornswaggled! Russell Clark December 2020
> What if the Japanification of Japan is Over Russell Clark November 2020
> Is China Food Inflation Going to Cause Global Food Inflation? Russell Clark October 2020
> The End of the Disinflationary Era Russell Clark September 2020
> Is Now the Time to Buy the Euro? Russell Clark August 2020
> Regulated Assets, Unregulated Profits Russell Clark August 2020
> Could We See a Natural Gas Shortage in the US? Russell Clark July 2020
> What if the Hong Kong Dollar Repegs to the Renminbi? Russell Clark July 2020
> Why is the Yen no Longer a Good Hedge? Russell Clark June 2020
> China USA Inflection Point Russell Clark June 2020
> Macro Trends and Macro Trading Russell Clark May 2020
> Gas Panic Russell Clark May 2020
> Is China's Belt Road Initiative Working? Russell Clark April 2020
> Maximum Utility Russell Clark April 2020
> Commercial Break Russell Clark April 2020
> Is the 30-year Treasury Bull Market Over? Russell Clark April 2020
> Junk in the Trunk Russell Clark April 2020
> Autocallables and Clearinghouse Update Russell Clark March 2020
> When Does the Buying of US Assets End? Russell Clark February 2020