Russell Clark,
Portfolio Manager
May 2018 Smartphones - Squeezing the Suppliers

As sales of smartphones grew so did the share price of the manufacturers. Suppliers of smartphone components also shared this good fortune but, as smartphone sales slow and margins are squeezed, what happens next for these companies?

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> 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