Actionable market intelligence by Physik Invest.
Trading and insights.
Join me as I embark on a journey to discover and understand the complex and fascinating world of finance and economy. Whether you are a beginner or an expert, you will find something useful and interesting in this substack.
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.
Thoughts on financial markets and economics from Simplify's Chief Strategist
A newsletter than explains the underlying mechanics of the financial system and then uses those mechanics to make projections