Capital Flows is the space where I share all my Top-Down/Bottom-up macroeconomic research and show how I am tangibly implementing it in financial markets.
“A great resource of macro related articles. A fertile learning ground for new and existing investors. ”
Paper Alfa, Paper Alfa - Macro & More
“Underfollowed good thoughts on macro”
Michael W. Green, Yes, I give a FIG... thoughts on markets from Michael Green/Profplum99
“An absolute legend and probably the best Substack for truly learning about markets. ”
Celeritas Capital, Celeritas Capital