Macroeconomic Policy Nexus is a newsletter that will cover the Macro Musings podcast as well as the latest developments in the monetary, financial, and fiscal policy space that interest David Beckworth.
We publish 5-6 article per month on the intersection of Capital Markets, Geopolitics and the Madness of Crowds. All through the lens of the Dollar Milkshake Theory.
My personal work. This is not a solicit to sell or buy securities but my passion in talking & sharing about markets & market cycles. This is not financial advice in any way. All my work is proprietary & not for sale. I will not offer any of my codes.
Get actionable market insights a couple of times a week. I focus on macro trends, sharing what I see and how I’m trading—putting real money on the line. This isn’t theory; it’s strategy in action.
Subscribe to stay ahead with real-world insight!
Options, Volatility & Trading. Detailed analysis of 0-DTE option structures, historical option strategy performance dashboards for US Indices, market performance around events / data releases & general market commentary through the lens of volatility.
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.
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.
Discretionary Trader providing commentary and opinions on various asset classes. ES/SPX/SPY specialist, long term investor, and medium-term L/S equities swing trader.
Welcome! I post market insights and actionable alpha for systematic trading. Combined with educational articles on how to quant trade, I share practical trade ideas and introduce you to more advanced quantitative trading concepts.
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.
Market cycles analysis focusing on providing forward roadmap with key turn dates, to support investment process, while limiting drawdowns. SP500, NASDAQ, Commodities, Bitcoin, Ethereum, crypto. For educational purposes only - not financial advice.
Personal Journal logging all ideas inside chat during every trading session. In-Depth teaching using Volume Profile and Securities Analysis. All posts are for educational purposes only and not financial advice.
Exploring the world of macro through a practical and philosophical lens. The posts scan current macro narratives and aim to help educate readers on various subjects in a simple-to-read style.
A free weekly newsletter on the market with the help of mathematical models. Paid subscribers get daily and weekly signals for managing ES Futures and positions.
Citrini Research provides insight 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?”
