Sitemap - 2024 - Capital Flows
Trades: Update moving into PCE
ES Levels: Intraday mean reversion
Zooming Out: Macro Systemic Risks
Alpha Report: ES Trade, Interest Rates, and Positioning Unwind
The Research Hub: Mean Reversion and Model Risk
Macro Podcast: How to generate exceptional returns
Equity / ES Update: Positioning Unwind
Macro Podcast: Bitcoin, Bonds, and Educational Resources
Macro Inflection Points: Momentum Turning Points
Macro Podcast: Rates, Recession, and Risk Assets
Interest Rate Report: Duration, TLT, and the macro cycle
Trades/Week Ahead: Inflation and Rates
Macro Trade Update: ES, Rates, and NFP
Macro Report/Insights: ES levels and macro flows
Critical Signal: Rates and Equities
Alpha Report: Rates, Equities, Catalysts
Week Ahead and Macro Views Video
End of Week Podcast: Breakdown of rates and equities
Equity Report: Where is the S&P500 going?
Week Ahead: Set For GDP and ES Trade
Interest Rate Report: Strategy and Trades
The Research HUB: Inflation and the Fed
The Research HUB: Risk Management And The Mental Game
Interest Rates, Equities, Recession?
The Big Picture For Equities and Rates
Week Ahead: Equities, Rates, and NFP
Macro Podcast: Interest Rate View, GDP and Agents In Markets
Trades/Week Ahead: Rates, GDP and Inflation Print
Interest Rate Report: Strategy and Trades
Macro Insights/Report: The Forward Curve
Macro Views on Equities and Rates
Macro: How CPI is reverberating across flows and positioning
Macro Charts Edition: 30,000 foot view
Macro Liquidity: BTC, Meme Stonks, and short squeezes
Week Ahead, Alpha Trades, and Macro Report
Reading, Research and Being Exceptional
Week Ahead: Macro Vol and Economic Tensions
Macro Video: FOMC, Interest Rates, and Equities
Macro Volatility: A generation will be left behind
Brainstorms: Wrong Focus and Proper Creativity
Brainstorms: Creativity and Complexity
Macro Insights/Report: Flows, GDP, PCE and Trades
Bitcoin Strategy: The Macro Liquidity Release Valve
Macro Video Breakdown: Stocks, Bitcoin, Interest Rates and Volatility
Week Ahead: Risk Premias and Alpha Generation
Macro Insights/Report: The UK and GBP
Housekeeping/How I think about markets
The Research Hub: "Technical Levels"
Macro Report/Insights: Equities and Steepeners
Week Ahead: Trades, Geopolitical Risk, Alpha
Interest Rate Report: Volatility!
Macro Report/Insights: Semi's positioning
Trades: Alpha Report and Week Ahead
Brainstorms: Be careful what you know
The Research HUB: The UK and GBP
Macro Insights/Report: Market Volatility
Brainstorms: When do we enter "the end game"
Macro Webinar: Macro Views, Market Flows and Q&A
Asset Class Report: Bonds and FX
Brainstorms: Telephone, Macro Webinar
Trades: Alpha Report, Week Ahead, Macro Convo
Macro Report/Insights: Lots of $ in the system
Macro Video: Post FOMC Thoughts and Macro Principles
Trade Updates / 1 Year Of Capital Flows Complete
Macro Report/Insights: Semi's positioning
Trades: Alpha Report and Week Ahead
How Much Cash Is Really On the Sidelines?
Trades: Week Ahead and Alpha Trades
Macro Alpha Webinar With Prometheus Research
Brainstorms: Returns and Volatility
Brainstorms: Options and Vol Compression
Asset Class Report: Bonds, Equities, Quant Signals
The Research Hub: Intraday Liquidity Provision
Trades: Factor Flows, Macro, Week Ahead
The Research HUB: Inflection Points
Macro Report/Insights: PCE, Bonds and Equity Views
Macro Report/Insights: Inflation Trades
The Research HUB: Regime Alignment
Video Breakdown: Trading Lessons, Macro Views and a Spicy Take
Brainstorms: Macro View, Lessons Learned, Focus
The Research HUB: How to use ChatGPT for economic data
Asset Class Report: Bonds / Equities / Trade Ideas
Brainstorms: The silent professional
Macro Report/Insights: Nominal Cash Flows
Week Ahead: CPI And Trades For The Week
Brainstorms: Risk Taking, Innovation, and Expectations
Macro Insights/Report: CPI Set Up
Comprehensive Macro Report: Capital Flows
Asset Class Report: Bonds and Inflation
Macro Insights/Report: Long Bonds Update
Macro Insights/Report: Macro tensions people are missing
Trades: Putting Up Risk / Catalysts This Week
Quantitive Signals: Stocks, Bonds and FX
Macro Insights/Report: The next move for equities
Week Ahead: Goldilocks Reversal
Big Announcement! Equity Alpha!
Macro Report/Insights: Rate Cuts/Speed
Macro Report/Insights: Video Charts Update
Macro Report/Insights: What is the probability of a recession?
Brainstorms: How to take macro bets in life
Macro Report/Insights: Yield Curve
Comprehensive Macro Report: Structural Support and Cyclical Trends
Macro Report/Insights: Cross Asset Volatility