Archive - Capital Flows

Brainstorms: Creativity and Complexity

Markets and madness

1 hr ago •

Macro Insights/Report: Flows, GDP, PCE and Trades

Positioning into PCE and FOMC

24 hrs ago •

Bitcoin Strategy: The Macro Liquidity Release Valve

Bitcoin is driven by liquidity, not a change in the definition of "money"

Apr 25 •

Macro Video Breakdown: Stocks, Bitcoin, Interest Rates and Volatility

The global macro view

Apr 24 •

Asset Class Report: Bonds

Apr 23 •

Apr 22 •

Week Ahead: Risk Premias and Alpha Generation

Managing exposure

Apr 21 •

Macro Insights/Report: The UK and GBP

Macro analysis of the Pound and UK Rates

Apr 19 •

Housekeeping/How I think about markets

Apr 18 •

Vol, BTC, and ES

Apr 17 •

The Research Hub: "Technical Levels"

The absurdity of thinking there are rules

Apr 17 •

Macro Report/Insights: Equities and Steepeners

Apr 15 •

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