Systematic Macro Research
Capital Flows is the space where I share all my Top-Down/Bottom-up macroeconomic research and show how I am tangibly implementing it in financial markets.
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.
A detailed obituary to macro trading. A deep-dive into when, why and how it died.
Occasional observations about markets, data, and the broader world.