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In His Latest Letter To Investors, Russell Clark Becomes Ned Stark Warning Of The Most Dangerous Winter Ever

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Mark Melin
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Up 7.32% year to date, Horseman Capital Management Investment Manager Russell Clark feels a bit like his admonishments have been ignored. The bearish manager of the Global fund has been the boy who cried wolf, warning that a market winter was coming as the stock market enjoyed one of the most significant bull runs in history. He has been jeered like the court jester in Game Of Thrones, his bearish theories besmirched as the Lords in the kingdom celebrated their good fortune as they dismissed his concerns for structural cracks becoming more pronounced. Now with the first quarter of 2018 behind market participants, and one volatility crash behind us, he looks at the royal stock market court and,...

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.