A socioTech-ish poet, synthesizing streams of consciousness that flow through the pace layers of tech, culture, and societyโreshaped into poetic form.
SocioTech-ish Poet
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.
I write essays about relationships, thinking, and agency, sometimes with my wife. We live on a windswept island in the Baltic Sea with our two daughters.
Macro & Event Driven Trader finding exploits within the markets & looking to share thoughts and opinions on Equities, Commodities, Bonds & FX
This publication is a partnership between Capital Flows and SpearPoint Management LLC. The publication focuses on generating alpha in single-name equities and identifying asymmetrical trades between macro regimes and earnings catalysts.