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
5
Macro Views on Equities and Rates
You know how to fight six men, we can teach you to engage six hundred
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Capital Flows
Macro: How CPI is reverberating across flows and positioning
Risk on
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Capital Flows
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Bond View Update!
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Macro Insights/Report: Comprehensive Macro Report
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Comprehensive Macro Report: Structural Support and Cyclical Trends
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4
Positioning and Microstructure
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1
Comprehensive Macro Report
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2
The Research HUB: Intraday Trading Primer
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4
Trades: Top
Opening
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Capital Flows
2
Macro Charts Edition: 30,000 foot view
Let's take a step back
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Capital Flows
Macro Liquidity: BTC, Meme Stonks, and short squeezes
This is how the system works
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Capital Flows
7
Week Ahead, Alpha Trades, and Macro Report
The world is on the edge of change
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Capital Flows
1
Reading, Research and Being Exceptional
The process for becoming an intellectual powerhouse
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Capital Flows
6
Comprehensive Macro Report
A shift in expectations for rates and equities
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Capital Flows
2
Week Ahead: Macro Vol and Economic Tensions
Calendar, flows, and views for the week
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Capital Flows
Macro Video: FOMC, Interest Rates, and Equities
How to think about the macro regime
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Capital Flows
1
Trades: Update
Alpha Report
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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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