A newsletter about global financial markets. With a focus on macro, biotech and fixed income.
Trading, fixed income, market analysis. No relation to any funds.
Weekly deep dives on the economy and stock markets. By a professional investor who has managed a $5B fund. Learn exactly how we time the market.
Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.
Capital Flows Research gives active investors a daily, actionable macro map of rates, credit, FX, and equities so their positioning stays aligned with the prevailing regime instead of getting blindsided by it.
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.