Systematic Macro Research
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.
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.