20 Comments
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Miguel da Fonseca's avatar

If you’re investing your time to offer quality content, it is perfectly reasonable to charge for it, but I’m not sure you’ve proven an ability to generate alpha, e.g. trade ideas (it’s a recent account), and you share absolutely nothing with regards to your background and previous experience in markets, so I’m not sure this move isn’t premature.

Having said that, I hope your project here will thrive and I wish you the best of luck.

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Vantage Views Research's avatar

A lot of it reads like a well read university student. Would also explain the access to bloomberg terminal.

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Capital Flows's avatar

Using my University Bloomberg Anywhere sir lol. Sorry that legit made my day lol.

https://twitter.com/Globalflows/status/1661864887897976832

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Vantage Views Research's avatar

just keep up the work, i really enjoy what you post. meant no offence or disrespect, you're right with who you are or what youre background is, is irrelevant. It's about the content and you provide great value.

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Capital Flows's avatar

🤝

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Capital Flows's avatar

😂

You guys always crack me up

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Vantage Views Research's avatar

I mean no disrespect, I'm a fan of the substack.

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Capital Flows's avatar

It’s all good. I just think you guys are so funny. Lol

University student 😂

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Vantage Views Research's avatar

So what's your personal experience? I think you do a good job of summarizing others research into actionable ideas but why's this worth paying for?

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Capital Flows's avatar

I have laid out the WHY in the article.

If it’s something you want to be apart of then great. There’s no problem either way. I primarily focus on trading and alpha generation. I’m simply sharing that process.

My personal details and the firm I work for will remain anonymous.

All good either way

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isaac's avatar

What works is not for selling. There are 2 types of people in the markets :

1) the noisy " selling dreams to naives"

2) the silent who make money, but why would someone share any strategy/approach ? they already have to fight alpha decay .

Good luck everyone

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Miguel da Fonseca's avatar

What works is usually for sale, but there is also no shortage of alpha freely available from accounts that share their insights on the market, whether by generosity, self-promotion or even the enjoyment of exchanges in a topic they feel passionate about.

Virtually all of my knowledge on macroeconomics (bar a few books), which came after being a mildly but consistently profitable technical trader, was achieved via free content that is readily available from people whose alpha may even be improved by turning their trading and investment experience into a shared endeavor open to feedback that often challenges biases and certainly makes trading, which can be a lonely activity, more palatable and enjoyable.

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Faisal's avatar

@capitalflows this stuff is amazing ! With so much noise I always wondered who to listen to without having the ability to do investment research full time ! Thank you for sharing this

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Brad S's avatar

🔥 can't wait to see the future holds for capital flows and personally have a feeling. It's a very bright future and I want to come along for the ride

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Capital Flows's avatar

🤝🤝🤝🙏thanks brother

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Daniel Rue's avatar

First of all, thank you for the inspiring content. I have a question and a request. I would like to understand more about the correlation between specific currency pairs (AUD/JPY) and the equity market (S&P 500). Is it possible to get an article and your thoughts on this? That would be fantastic.

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Capital Flows's avatar

Will work on touching on this over the weekend. Thank you for the kind words.

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Daniel Rue's avatar

MERCI. can't wait to read. thanks and have a great weekend.

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