Macro Insights/Report: Comprehensive Macro Report

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Oct 24, 2023

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Hey everyone!

I hope you had a good weekend

Below is the comprehensive macro report that I write every month. The analysis is meant to focus on the top-down drivers in the economy and financial markets. If you are new and trying to understand more about macro or individual asset classes, check out the educational primers in this article:

Research Synthesis / Direction Of Capital Flows Substack

Capital Flows

September 13, 2023

Hello everyone, There has never been a time in history when understanding the world from a global perspective and interpreting it accurately paid such a high premium. Since the very beginning of this Substack, I have talked about the nature of the time we live in and how to act intentionally in it.

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Be on the lookout for new updates on the Capital Flows Substack. We will have interactive webinars and a discord shortly. I truly appreciate each one of you. The best is yet to come!

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