Sitemap - 2024 - Capital Flows
Brainstorms: Creativity and Complexity
Macro Insights/Report: Flows, GDP, PCE and Trades
Bitcoin Strategy: The Macro Liquidity Release Valve
Macro Video Breakdown: Stocks, Bitcoin, Interest Rates and Volatility
Week Ahead: Risk Premias and Alpha Generation
Macro Insights/Report: The UK and GBP
Housekeeping/How I think about markets
The Research Hub: "Technical Levels"
Macro Report/Insights: Equities and Steepeners
Week Ahead: Trades, Geopolitical Risk, Alpha
Interest Rate Report: Volatility!
Macro Report/Insights: Semi's positioning
Trades: Alpha Report and Week Ahead
Brainstorms: Be careful what you know
The Research HUB: The UK and GBP
Macro Insights/Report: Market Volatility
Brainstorms: When do we enter "the end game"
Macro Webinar: Macro Views, Market Flows and Q&A
Asset Class Report: Bonds and FX
Brainstorms: Telephone, Macro Webinar
Trades: Alpha Report, Week Ahead, Macro Convo
Macro Report/Insights: Lots of $ in the system
Macro Video: Post FOMC Thoughts and Macro Principles
Trade Updates / 1 Year Of Capital Flows Complete
Macro Report/Insights: Semi's positioning
Trades: Alpha Report and Week Ahead
How Much Cash Is Really On the Sidelines?
Trades: Week Ahead and Alpha Trades
Macro Alpha Webinar With Prometheus Research
Brainstorms: Returns and Volatility
Brainstorms: Options and Vol Compression
Asset Class Report: Bonds, Equities, Quant Signals
The Research Hub: Intraday Liquidity Provision
Trades: Factor Flows, Macro, Week Ahead
The Research HUB: Inflection Points
Macro Report/Insights: PCE, Bonds and Equity Views
Macro Report/Insights: Inflation Trades
The Research HUB: Regime Alignment
Video Breakdown: Trading Lessons, Macro Views and a Spicy Take
Brainstorms: Macro View, Lessons Learned, Focus
The Research HUB: How to use ChatGPT for economic data
Asset Class Report: Bonds / Equities / Trade Ideas
Brainstorms: The silent professional
Macro Report/Insights: Nominal Cash Flows
Week Ahead: CPI And Trades For The Week
Brainstorms: Risk Taking, Innovation, and Expectations
Macro Insights/Report: CPI Set Up
Comprehensive Macro Report: Capital Flows
Asset Class Report: Bonds and Inflation
Macro Insights/Report: Long Bonds Update
Macro Insights/Report: Macro tensions people are missing
Trades: Putting Up Risk / Catalysts This Week
Quantitive Signals: Stocks, Bonds and FX
Macro Insights/Report: The next move for equities
Week Ahead: Goldilocks Reversal
Big Announcement! Equity Alpha!
Macro Report/Insights: Rate Cuts/Speed
Macro Report/Insights: Video Charts Update
Macro Report/Insights: What is the probability of a recession?
Brainstorms: How to take macro bets in life
Macro Report/Insights: Yield Curve
Comprehensive Macro Report: Structural Support and Cyclical Trends
Macro Report/Insights: Cross Asset Volatility