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Comprehensive Macro Report
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Macro Reports

Comprehensive Macro Report

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

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Capital Flows
Nov 11, 2024
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Comprehensive Macro Report
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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:

Alpha Reports

Alpha Report: The Final Stage Of The Cycle

Capital Flows
·
November 6, 2024
Alpha Report: The Final Stage Of The Cycle

We have entered a macro inflection point for the political regime and the market is attributing an increased amount of significance to it as positioning unwinds. This is pushing financial markets into a final melt-up that is likely unsustainable in its underlying drivers. This report will provide a full analysis of WHAT is taking place and HOW we are likely to move forward.

Read full story

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:

Macro Reports

Comprehensive Macro Report: Interest Rate and Equity Breakdown

Capital Flows
·
September 21, 2024
Comprehensive Macro Report: Interest Rate and Equity Breakdown

Macro Is Everything:

Read full story

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:


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).

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