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.
Citrini Research provides insight on thematic equity investing, global macro trading with cross-asset, lateral thinking. My promise: you’ll never have to ask “what’s the trade?”.
Must read for market trends and investment theses.
Concoda's weaves together detailed knowledge of the opaque markets that support our financial system with great writing and forward looking insights. Always appointment reading!
