30 years in markets. ex-Fund Manager, now independent. Writing about BIG trends & ideas.
30 years in markets. ex-Fund Manager, now independent. Writing about BIG trends & ideas.
Macro & Event Driven Trader finding exploits within the markets & looking to share thoughts and opinions on Equities, Commodities, Bonds & FX
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.
Citrini Research provides insight on thematic equity investing, global macro trading with cross-asset, lateral thinking. My promise: youโll never have to ask โwhatโs the trade?โ.