A newsletter focusing on global financial markets. Credit derivatives enjoyer.
Trading, fixed income, market analysis.
Weekly newsletter on timing the stock market. Written by a professional trader, investor, and manager of $5B fund. Sign up now to unlock our top 3 posts in your inbox, FREE
Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.
Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informational edge to execute home run trades across rates, FX, and risk assets that achieve exceptional returns.
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.