Macro & Technical Markets | polycarpfx | Substack/YouTube: High-conviction analysis, scenario planning, edge through data + positioning
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Macro & Technical Markets : High-conviction analysis, scenario planning, edge through data + positioning
Hand picked charts and insights to help you Save Time, uncover Opportunities, and stay on top of the Stockmarket Outlook
Market analysis, idea generation and education from a London-based portfolio manager. Subscribe for outlook across asset classes, along with exclusive access to a private Discord where live market insights and trades unfold.
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.
Do you want to see the stocks that are primed for outsized gains? The ones that the largest, market moving traders on Wall Street are betting on right now?
Macro & Event Driven Trader finding exploits within the markets & looking to share thoughts and opinions on Equities, Commodities, Bonds & FX