I just wanted to reach out and thank you for all what you are doing. Your level of operation is a huge inspiration.
I greatly appreciate the encouragements, your citation from Good Will Hunting is spot on, if this is the average adversary (ivy alumni, ex-hedge fund quant trader) with such a shallow analysis of the recent meltup [1] then the market must be truly inefficient!
Will come back and reread this one a few times. Parts of it are very eerie
Well said! So, where to park for the coming storm?
cash when the time is right and short
Thank you for this.
Curious how are you tracking these changes? What sperates Michael Burry doomslop from real bearish signals int he system.
Correct attribition analysis of the flows of capital and actual risk taking
This is why im doing the daily livestreams and sharing everything in the educational primers: https://www.capitalflowsresearch.com/p/research-synthesis-direction-of-capital
Also interested to understand how we can track the signals for the storm and on the contrary, what signals might falsify your thesis
would be good to know what shifts in these signals you are looking for to indicate this coming turn
It does feel like the storm is closer than expected
Hey Flows!
I just wanted to reach out and thank you for all what you are doing. Your level of operation is a huge inspiration.
I greatly appreciate the encouragements, your citation from Good Will Hunting is spot on, if this is the average adversary (ivy alumni, ex-hedge fund quant trader) with such a shallow analysis of the recent meltup [1] then the market must be truly inefficient!
Kind regards
Norbert
[1] https://youtube.com/shorts/W0KeaJtXVRo?is=00IZrCL0gSAqXkP7