Broken Capital
Essays on Global Finance, Capital Flows, and the Quiet Shifts Reshaping Markets
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 52 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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brokencapital.substack.comLatest Issues
Today’s Flow Link - 10/13
I’m mostly in cash, have some Dec short puts in that I’m holding from some time back but not taking on new risk for now.
There were 2 signals today from the Leaders tab, both of which would have been decently profitable. (These are still...
The Listening Post, Oct 12: Meta’s Mark Zuckerberg and Alexandr Wang, Cisco’s Jeetu Patel, Ring’s Jamie Siminoff, Chris Camillo, The Circuit on Marvell
What We Heard Today:
- Zuckerberg and Wang put numbers on Meta’s AI bet (Wang led yesterday’s edition from a different interview; this brief covers only what is new today.)
Cheeky Pint · Mark Zuckerberg and Alexandr Wang, Meta
On...
Todays Flow Link
Hi All. Sharing today’s link here.
You will also see a new tab thats still being built out. Its called ‘Leaders’ and tracks current Liquid Leading stocks. I plan to add alerts for higher probability trades. For example, this is one the ale...
The Listening Post, Oct 11: Meta’s Alexandr Wang, CoreWeave’s Michael Intrator, Walmart’s Suresh Kumar, Google’s Josh Woodward, Ghost’s Zain Javaid
The Listening Post is a daily set of briefs on new technology, markets and AI episodes, written from each episode’s published captions and show notes. Go to the episode for the full conversation.
What We Heard Today:
- Alexandr Wan...
Introducing Flow Desk
What the platform answers
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Where is money leaning? Home tab ranks names by net flagged flow. You can change the time period and toggle between individual stocks and ETF’s
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What exactly traded? Flow tab lists every flagged trade w...
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Authors
The writers behind this newsletter.
Options Flows & Data Driven Option Strategies, Liquidity Monitoring, Quant strategies and Equity Research
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