Russell Clark,
Portfolio Manager
October 2017 It Came From the East - Vampires and Bond Vigilantes

“Bond vigilantes are often talked about but rarely seen in my experience. However, the home of Count Dracula could now also be the first sighting of bond vigilantes in  many years"

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Market Views

Tag: | Bonds  (13) | | Commodity  (10) | | Currency  (24) | | Emerging Markets  (20) | | Equities  (9) | | Industry  (22) | | Japan  (27) | | Macro  (37) | | 2017  (15) | | 2016  (22) | | 2015  (25) | | 2014  (17) | | 2013  (12) | | 2012  (9) | | 2011  (2) | | All (102) |
 
> It Came From the East - Vampires and Bond Vigilantes Russell Clark October 2017
> The Drugs Don't Work Russell Clark October 2017
> Japanese Retailers Gasping For Breath Shannon McConaghy September 2017
> Could the Federal Reserve Need to Start QE Again? Russell Clark August 2017
> The End of the Texas Tea Party Russell Clark July 2017
> The Buy Case for Dry-Bulk shippers Stephen Roberts June 2017
> Gold, Bonds and Asian Currencies Russell Clark May 2017
> The Coming Iron Ore Deficit Russell Clark May 2017
> The Capital Destructive Nature of the US Shale Industry Russell Clark May 2017
> Emerging Market debt looks more attractive than US high yield Russell Clark May 2017
> The End of Chinese Yuan Bear Market? Russell Clark April 2017
> Japan - On-the-Ground Observations – Zombie Borrowers and Real Estate Downturn Shannon McConaghy March 2017
> A Bull Case for Europe Stephen Roberts March 2017
> Mall Rats Russell Clark March 2017
> The End of the Bear Market for Iron Ore Russell Clark January 2017