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.
Platform | Substack | Pricing | Freemium | Publishes | Daily |
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Issues | 353 | Subscribers | Read | capitalflowsresearch.com |
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Hey everyone,
Vol, BTC, and ES
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:
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...
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Capital Flows is a private research publication on financial markets and the economy
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