Russell Clark,
Portfolio Manager
November 2018 Price War

“While defense stocks have been great outperformers, many of the tailwinds are beginning to turn to headwinds. Could a price war on the price of war be imminent?”

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Market Views

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> Price War Russell Clark November 2018
> JGBs May Be Attractive at -1% Shannon McConaghy November 2018
> Japan's Credit Cycle Coming to an End? Shannon McConaghy October 2018
> Will the End of the Shale Boom Coincide with the End of US Outperformance? Russell Clark October 2018
> Machine Tools: Grinding to a Halt? Shannon McConaghy September 2018
> Semi-Crazy - When Trailing Means Leading Russell Clark August 2018
> Trump Forced BOJ Policy Change? Shannon McConaghy August 2018
> How Large is the US Structural Budget Deficit? Russell Clark July 2018
> Insurance That Pays You A Premium Shannon McConaghy July 2018
> The End of the Texas Tea Party - An Update Russell Clark July 2018
> The Changing Nature of the Chinese Renminbi Russell Clark June 2018
> A Tsunami Out of US CLO's? Shannon McConaghy June 2018
> Smartphones - Squeezing the Suppliers Russell Clark May 2018
> Is US Growth Peaking? Russell Clark May 2018
> US 10 to 30 Year Treasury Spreads Are Too Narrow Russell Clark May 2018
> Japanese Banks as a Lead Indicator Russell Clark April 2018
> Ohh No Mr Roboto Shannon McConaghy April 2018
> Fragfest Russell Clark April 2018
> VIX ETFs and short volatility strategies Russell Clark March 2018
> Semi Bad Russell Clark February 2018
> Korea, Semiconductors and a Volatility Shock Russell Clark January 2018
> Cryptocurrencies - You Gotta Know When to Hodl 'em and When to Fodl 'em Russell Clark January 2018
> Where to Next for Yen? Russell Clark January 2018
> Trade Surplus and Foreign Reserves Russell Clark January 2018
> The Chinese Demand for LNG Stephen Roberts January 2018
> Japanese Banks Facing a New Barrage of Problems Shannon McConaghy January 2018
> The Short Selling Cycle and its Profit Centres Russell Clark January 2018