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Research Synthesis / Direction Of Capital Flows Substack
A summary of all educational primers, trading strategy and how to think in the information age
Sep 13
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Capital Flows
31
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Research Synthesis / Direction Of Capital Flows Substack
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Trade: Opening
Oppurtunities
16 hrs ago
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Capital Flows
4
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Trade: Opening
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6
The Research HUB: Stages Of The Economic Cycle
It's harder than you think
Oct 2
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Capital Flows
11
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The Research HUB: Stages Of The Economic Cycle
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Week Ahead: Views on Bonds and Equities
Also covering what I read this weekend
Oct 2
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Capital Flows
14
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Week Ahead: Views on Bonds and Equities
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The Research Hub: Quarter End Capital Flows
Extreme testaility is your greatest tool
Sep 28
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Capital Flows
28
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Brainstorms: Thoughts On The Degree Of Reflexivity In Regimes
How does volatility and reflexivity work across different assets in different regimes
Sep 27
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Capital Flows
19
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Brainstorms: Thoughts On The Degree Of Reflexivity In Regimes
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Macro Insights/Reports: Nothing has changed
Bond view and equites
Sep 26
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Capital Flows
14
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Macro Insights/Reports: Nothing has changed
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Macro Report/Insights: Top Down/Bottom Up Conversation
Interest rates and equities
Sep 24
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Capital Flows
17
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Macro Report/Insights: Top Down/Bottom Up Conversation
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Capital Flows
Capital Flows is a publication on macroeconomics and financial markets
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Capital Flows is a publication on macroeconomics and financial markets
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