Deer’s Newsletter

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.

Subscribe for all CPI, PCE, inflation, Fed, labor market, macro, and market-related topics. For more visit ArkominaResearch.com.

Curated macro charts, created using Augur Labs Infinity.

You'll receive accessible, deeply-researched strategic insights on major geopolitical trends affecting markets, economies, and emerging technologies.

Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informational edge to execute home run trades across rates, FX, and risk assets that achieve exceptional returns.

Global macro perspectives and multi-asset strategy from a discretionary investment team. Deep dives, real-time views, and high-conviction ideas.

Macro, Commodities & Growth.

Unpegged tackles the mechanisms of stablecoins and cryptocurrencies from a financial plumbing perspective. From a STIR trader and a macro analyst.

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.

A detailed obituary to macro trading. A deep-dive into when, why and how it died.

Analyzing the madness of crowds with help from Ric Flair and Benoit Mandelbrot

Active Risk Management

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. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.

I’m Darin, a lifelong learner with a passion for exploring diverse topics—from history and science to personal growth and global trends.

A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics. I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.

global monetary mechanics