14 Comments
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Ismail Farhat's avatar

Outstanding report, very much appreciated.

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Miguel da Fonseca's avatar

Oh boy... This is going to keep me busy for a while.

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XP's avatar

Amazing work! Great to have a view on USDGBP and Commodities in there, too.

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Capital Flows's avatar

Thanks!

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John Durham's avatar

Very well done. I appreciate your helping to piece the macro puzzle pieces together!

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Capital Flows's avatar

Thank you sir

That means a lot

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DWW's avatar

Great report, thank you.

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Simon Peak's avatar

Really well put together report. Will be helpful in the weeks and months ahead. Thank you!

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Capital Flows's avatar

🙏🤝

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Neo Patel's avatar

Fantastic report. Thanks!

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Capital Flows's avatar

🤝

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Maverick Equity Research's avatar

Great report, thank you! Just a small complementary note I made on the rocking flows into 20Y+ Treasuries: $TMF (Treasury Bull ETF) with record bananas inflows with more >$1 billion in 2023

https://twitter.com/Maverick_Equity/status/1659547121039622144

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Capital Flows's avatar

I'd actually view inflows into TMF as a signal to fade. No one with size or signal trades a leveraged etf. But always important to watch those flows.

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Maverick Equity Research's avatar

got it, great feedback, thank you!

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