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.
Capital Flows Research exists to keep you on the right side of the regime and take large asymmetric bets
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Macro & Event Driven Trader finding exploits within the markets & looking to share thoughts and opinions on Equities, Commodities, Bonds & FX
A daily livestream and proprietary report mapping the macro regime across rates, FX, and equities, built for active risk takers hunting asymmetric trades.
Thoughts on financial markets and economics from Simplify's Chief Strategist
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.
Market commentary and insights out of Asia with global market impact by Weston Nakamura- former Goldman macro trader turned financial content creator & podcast host in Tokyo. Asia impacts global equities, bonds, currencies and commodities - find out how.