Market Macro Hub

An independent cross-asset platform focused on global macro and thematic investing, translating market developments into actionable positioning and asset allocation ideas.

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.

Market analysis, idea generation and education from a London-based portfolio manager. Subscribe for outlook across asset classes, along with exclusive access to a private Discord where live market insights and trades unfold.

Brings you up to speed on the relevant macro developments: central banks, economic data, sentiment, intermarket analysis. Every weekend. For traders, investors and everyone interested in what's going on in FX and macro.

A daily livestream and proprietary report mapping the macro regime across rates, FX, and equities, built for active risk takers hunting asymmetric trades.

Macro Dumb money navigating the markets like DAWG

One stock a week, read from the filings, plus the macro regime and my views on the record. Free research, paid positions.

Your filter for macro, markets, and Bitcoin. LNMS cuts through the noise to uncover the ideas, trends, and signals shaping the future of finance. Subscribe and get a free book excerpt.

global monetary mechanics

Udīyamāna means "that which is rising"... and my name Rohan means the same. Writing here about my investment beliefs and process.

Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”

Independent macro & multi-asset research linking policy, liquidity, and flows to actionable ideas. Weekly notes, event playbooks, bespoke models.

A newsletter about global financial markets. With a focus on macro, biotech and fixed income.

Clear, no-nonsense insights on the stock market, macro trends, and trading frameworks that actually work.

Macro thoughts, music recomendations and machine learning