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 | 1075 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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capitalflowsresearch.comLatest Issues
“Dollar Devaluation” Is Bearish Equities
The danger of false narratives
I have been very explicit about my views on equities over the last month. One month ago, I turned significantly less aggressive in my bullish stance and raised cash. Why? Because the positioning and macro bac...
Positioning Into Jackson Hole
The constraints that Warsh Faces
Jackson Hole is always a pivotal moment for the structural elements of monetary policy. None of us who are actively trading rates or global macro are making coinflip trades on tomorrow as if we know exactly...
Melt Up or Melt Down Into End Of 2026?
The AI and macro liquidity playbook (coded models included)
The Starting Point Determines Clarity:
How Bessent Is Establishing A New Monetary Order
The actions of Bessent are sending a warning shot to the world
Before we dig into how regulation is shifting the flows of capital and macro liquidity, I want to share a few personal thoughts that will function as guiding principles for our...
Equity Positioning Is Setting Up The Next Move In Stocks
LIVESTREAM/PROPIETARY REPORT
The livestream today broke down how short term equity positioning, credit spreads, and interest rate volatility are all pointing to the same regime, one WHERE inflation risk is higher than recession risk and a...
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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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