Cross-asset investment team. Sharing research, ideas and data.
Cross-asset investment team. Sharing research, ideas and data.
30 years in markets. ex-Fund Manager, now independent. Writing about BIG trends & ideas.
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.
A newsletter to help you become a better investor and find valuable information on stocks, investment and markets
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.
We do two things here: 1) teach investing, 2) invest in exceptional companies together, and we do them exceptionally good.