Capital Flows
A daily livestream and proprietary report mapping the macro regime across rates, FX, and equities, built for active risk takers hunting asymmetric trades.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1050 | Founded | 4 years ago | Last Issue | 16 hours ago |
| Active | |||||
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capitalflowsresearch.comLatest Issues
Hedge Fund Positioning Is Growing Increasingly Fragile
LIVESTREAM/PROPIETARY REPORT
Hedge fund positioning is one of the most critical elements to understand in markets because it has a significant impact on fundamental flows and short-term positioning moves across all assets. It is no accide...
How Close Are We To A Cliff In Equities?
LIVESTREAM/PROPIETARY REPORT
BIG PICTURE:
Weekend Intelligence Brief: The Depth Of Field
A clear look into China's active economic efforts, inflation, and AI credit risk
My stance and positions have shifted. I laid out the full logic behind this change in the articles below, and I will continue updating paid subscribers on my...
The Momentum Trade Unwind and Carry Trade Risks
LIVESTREAM/PROPIETARY REPORT
We have entered one of the most important stretches in markets in a long time. Given the importance of the period we have entered, the macro livestreams will now be reserved for paid subscribers.
My Market View and Positions Have Changed
IMPORTANT UPDATE
Today’s stream was only for paid subscribers where I broke down the change in my market view and my positions. The written, update is published here and you MUST read it first:
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Capital Flows Research exists to keep you on the right side of the regime and take large asymmetric bets
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