Comprehensive Macro Report

How the election and growth are about to change equities and Bitcoin

Hello everyone,

We are at a critical point in markets right now. There is clearly an increase in the euphoria and narrative focus across all platforms as Bitcoin and equities make all time highs. It is during these times that being a clear thinker pays a premium. Below is the comprehensive macro report explaining exactly HOW to think about this environment and WHERE we are going.

“Clear thinker” is a better compliment than smart

-Naval

Initial views for WHERE we are in the cycle were laid out in this article:

And all of the previous macro reports can be found here: https://www.capitalflowsresearch.com/s/macro-reports

I would strongly encourage people to read this macro report because it lays out the structural macro regime we are in:

You can find the conversation I had with

Prometheus Research

here:

And the solo spaces I did here where I systematically laid out HOW we got here and WHY the election has shifted things:

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Comprehensive Macro Report:

Here is the report: (if you arent a paid subscriber, this would be a great time to do a free trial because I will be publishing a lot of additional alpha reports this week expanding on this).