Macroeconomics
Macro research
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.
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.
Unpegged tackles the mechanisms of stablecoins and cryptocurrencies from a financial plumbing perspective. From a STIR trader and a macro analyst.