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Capital Flows is the space where I share all my Top-Down/Bottom-up macroeconomic research and show how I am tangibly implementing it in financial markets.

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Capital Flows

May 19, 2023

Hey everyone,

I wanted to share a quick resource with everyone. There was an account on Twitter that shared A TON of amazing thoughts a while back and someone was kind enough to synthesize it into a single PDF.

This PDF has been one of the most instrumental resources in my thinking YTD. Several people were asking about it so I wanted to make sure all of you got it.

Here is the link:

https://drive.google.com/file/d/10pZFhn4Qf1ty0gxSXPUIdpaEMIBHJijZ/view

Would love to hear any thoughts you have in the comments or feel free to DM me

Thanks! Be well!