EPISODE · Jul 9, 2026 · 1 MIN
FROM THE ARCHIVES!
from Capital Flows and Asset Markets · host Russell Clark
I was cleaning up some files from my laptop, and I found a stash of my oldest research I first published back in the early 2010, when I was trying to convince everyone China was going wrong (tough sell back then). I am just going to put it here for posterity, so I can easily reference going forward. Enjoy. Three notes, first is on iron ore, second on mining, and third on Brazil - all from 2011 and 2012.A follow up note on mining.And a note on a potential Brazilian debt crisis.And in conclusion, yes, I have always been this boring. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.russell-clark.com/subscribe
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FROM THE ARCHIVES!
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