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Capital Flows

Capital Flows

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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Substack
PricingFreemiumPublishesDaily
Issues353SubscribersRead capitalflowsresearch.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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Several people messaged me asking for me to explain this tweet further and I think it will be a good window into exploring some larger ideas:

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Macro Report/Insights: Equities and Steepeners

There is a huge difference between planning and execution in the moment. When you are in the moment, it is difficult to see and think clearly because the “fog of war” surrounds what is seen and unseen. On top of this dynamic, we typically t...

15 days ago
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The writers behind this newsletter.

  • Capital Flows

    Capital Flows is a private research publication on financial markets and the economy

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