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.
Market analysis, idea generation and education from a generalist London-based portfolio manager.
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My original proprietary macro research covering the mechanics of the monetary system, financial plumbing, economic history, and its influence/impact on the global economy.
Financial education, macro insights & actionable investment ideas.
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