Russell Clark Back In The Black Is Short Developed & Long Emerging MarketsMark Melin
Hedge fund manager Russell Clark’s worldview is starting to materialize, and if it does investors in the developed world might do well to take cover. The manager of Horseman Capital Management, characterized as “the world’s most bearish hedge fund manager,” turned bullish, is starting to see his short exposure pay off. Not just in shale – his negative trade du jour – but some of what Clark is . . .
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