Capital Flows

Capital Flows

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Equity Strategy: Credit Cycle Drivers For SPY and Bitcoin
Survival Beats Certainty
 • Capital Flows
Interest Rate and FX Strategy: Dollar Risks, Crude Volatility, and Eurozone Liquidity
The set up into this week and how flows are creating pressure
 • Capital Flows
They sold everyone a lie and then became the new establishment
How the greatest lie in crypto is setting the stage for the largest change
 • Capital Flows
What If You’ve Been Looking At Bitcoin Completely Wrong? LIVESTREAM
A Live Breakdown of How Bitcoin Actually Trades, Why Most People Misread It, and How to Align Your Strategy With Its Real Behavior
 • Capital Flows
The imminent devaluation of the Yen and its impact on your portfolio
Mapping the risks for cross boarder flows and the global risk curve
 • Capital Flows
Week Ahead, Liquidity, And Macro Livestream
The largest changes having the biggest impact
 • Capital Flows
Regime Shift In Japan: The Melt Up Before The Crash
How Japanese news is impacting US equities and gold
 • Capital Flows
Macro Report: Japan’s Policy Is Setting The Stage For The Next Crash
The largest exporter of capital to the global economy is approaching an inflection point
 • Capital Flows
Equity Strategy: Bitcoin & Equities: Late‑Stage Melt‑Up or Crash Setup?
How Liquidity Regimes Drive Correlations, Rotations, and Convexity Across Risk Assets
 • Capital Flows
Interest Rate & FX Strategy: Macro Opportunity
How the flows of capital create a significant edge in the interest rate complex
 • Capital Flows
Interest Rate & FX Strategy: The Hidden Structure Behind Dollar Weakness
Monetary policy and geopolitical shifts in monetary debasement
 • Capital Flows

December 2025

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