This 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.
Your morning financial markets briefing. Highlights from the previous day, macro themes at play and a look ahead to upcoming key events.
Publication Time: 7:15am GMT
Discretionary Trader providing commentary and opinions on various asset classes. ES/SPX/SPY specialist, long term investor, and medium-term L/S equities swing trader. Discord access (included) see post from 10/20. It will take a few days for validation.
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.
Market cycles analysis focusing on providing forward roadmap with key turn dates, to support investment process, while limiting drawdowns. SP500, NASDAQ, Commodities, Bitcoin, Ethereum crypto. For educational purposes only - not financial advice.
Personal Journal covering thoughts on market conditions from the multiple tools used on a daily basis. In-Depth teaching using Volume Profile and Securities Analysis. All posts are for educational purposes only and not financial advice.
Exploring the world of macro through a practical and philosophical lens. The posts scan current macro narratives and aim to help educate readers on various subjects in a simple-to-read style.
Citrini Research provides insight on thematic equity investing, global macro trading with cross-asset, lateral thinking. My promise: you’ll never have to ask “what’s the trade?”.
Brings you up to speed on the relevant macro developments: central banks, economic data, sentiment, intermarket analysis. Every weekend. For traders, investors and everyone interested in what's going on in FX and macro.
Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
Market analysis, idea generation and education from a generalist London-based portfolio manager.
Subscribe for weekly outlook across asset classes along with exclusive access to a private Twitter feed where live market insights and trades unfold.
Daily and Weekly trading plans for E-mini S&P 500 Futures (ES) that include accurate levels and market context. The plans are presented in a clear and concise format with visually appealing charts using my concepts of Smashlevels and Smashmodel Extremes.
Financial education, macro insights & actionable investment ideas.
From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.
Join 50,000 readers and become smarter with money, finance and investing (short, sweet & simple). My knowledge comes from real-world experience of working 15 years in finance, tech and start-ups, and earning my degree in Finance.
Energy, finance, and the economy at-large | Doomberg readers are better informed and smartly entertained | Enter your email address below to receive free previews | Bonus access to 5 of our top articles is included in the Welcome email!
KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics.
I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.
A newsletter on economics, geopolitics and history from Adam Tooze. More substantial than the twitter feed. More freewheeling than what you might read from me in FT, Foreign Policy, New Statesman.
Macro and Fundamental Investing from a former banker and asset manager with 19 years of experience. Free weekly posts on the stock market, macro and earnings. Paid subscribers receive analysis on Macro Events and Investment Ideas.
News and features by best-selling author and reporter Matt Taibbi, in an independent package molded after I.F. Stone's Weekly. The site contains investigative journalism, satirical commentary, and the America This Week podcast with novelist Walter Kirn.
