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.

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

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

Macro thoughts, music recomendations and machine learning

Macro Dumb money navigating the markets like DAWG

Free research on AI infrastructure, semiconductors and rates, checked against the filings. Paid members get my 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.

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

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

global monetary mechanics

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.

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.

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.