Capital Flows

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Capital Flows
Capital Flows
Trade: Opening
Trade Write-Ups

Trade: Opening

The set up into hedging catalysts

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Capital Flows
Oct 29, 2024
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Capital Flows
Capital Flows
Trade: Opening
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The logic for everything moving into this week has been laid out here. The set up for equities and hedges is clear:

Alpha Reports

Alpha Report: Path Dependency and Macro Flows

Capital Flows
·
October 28, 2024
Alpha Report: Path Dependency and Macro Flows

Macro Principle:

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I want to lay out several additional points with risk rewards for trades:

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