Capital Flows

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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
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Capital Flows
7
Trades: Summary / End of Week
End of week flows and how macro works
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Capital Flows
Trades: Opening
Risk management is critical here / PCE print analysis
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Capital Flows
6
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Bond View Update!
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Alpha Report: ES Trade, Interest Rates, and Positioning Unwind
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1
Macro Insights/Report: Comprehensive Macro Report
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Comprehensive Macro Report: Structural Support and Cyclical Trends
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4
The Research HUB: Intraday Trading Primer
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4
Positioning and Microstructure
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1
Trades: Update moving into PCE
The next move for macro and positioning
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Capital Flows
6
Trade: Opening
Risk
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Capital Flows
2
Trade: Opening
Risk management
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Capital Flows
3
Equity RED Day
Why are equities down and where are they moving into FOMC?
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Capital Flows
7
ES Levels: Intraday mean reversion
The next move
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Capital Flows
Zooming Out: Macro Systemic Risks
What are the tails and how do they function?
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Capital Flows
Alpha Report: ES Trade, Interest Rates, and Positioning Unwind
When chaos provides oppurtunity to those who can think clearly
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Capital Flows
1
The Research Hub: Mean Reversion and Model Risk
Momentum and mean reversion connecting to risk metrics
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Capital Flows
2
Macro Podcast: How to generate exceptional returns
Alpha generation and an informational edge
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Capital Flows
Capital Flows
Capital Flows
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.
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