SpearPoint Equity Alpha
Capital Flows, SpearPoint Management LLCThis publication is a partnership between Capital Flows and SpearPoint Management LLC. The publication focuses on generating alpha in single-name equities and identifying asymmetrical trades between macro regimes and earnings catalysts.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 34 | Subscribers | Read | spearpointequityalpha.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Weekly Equity Write-Up: The Equity Market Standoff in August
An Old School Selloff
The Weekly Equity Write-Up: All Eyes On CPI
Things to watch within This Week's CPI Release
The Weekly Equity Write-Up: PCE Week Thoughts Video
There is no single market secret to discover, no single correct way to trade the markets. Those seeking the one true answer to the markets haven’t even gotten as far as asking the right question, let alone getting the right answer.
The Next PCE Will Be The Nail In The Coffin
Sell In May and Go Away Is Postponed Until 2025
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Authors
The writers behind this newsletter.
Capital Flows is a private research publication on financial markets and the economy
I heard this is where all the cool kids hangout! ex JPM, BlackRock, and Macro L/S HF trader. Now navigating equity markets and helping those generate alpha! #NFA
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