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.
Macro insights from a former Global Head of FX trading.
At Purity Macro we take a data-driven approach in order to arrive at key market themes driving Global asset classes today.
Your morning financial markets briefing. Highlights from the previous day, macro themes at play and a look ahead to upcoming key events.
This publication is on pause as of July 2024 to focus on our AI product.
Peter is the Chief Investment Officer at Bleakley Financial Group and is a CNBC contributor. Each day The Boock Report provides summaries and commentary on the macro data and news that matter, with analysis of what it all means and how it fits together.
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.
#Samanthas-Market-Thoughts highlight the most important market-moving themes of the day - from macro to quant, intermarket to technical. Get the trade before it happens.
Weekly interviews and reflections on the state of Bitcoin adoption in Asia, from cross-border payments to inflation protection to renewable energy to digital gold. Subscribe to get me in your inbox.
Global macro views from a trader with over two decades of institutional trading experience. Multiplied initial capital by 1000x with 100% skin in the game. Readers include hedge funds, banks, independent traders, and sovereign wealth managers.
