A macro research newsletter arguing that interest rate risk, FX flows and liquidity drive the current regime, with a paid daily livestream and models aimed at traders. Issues offer strong directional claims about Eurozone debt, free-floating currencies and rate mispricings, but the excerpts mostly assert conclusions and point to paid reports rather than showing the supporting analysis.
Website: https://www.capitalflowsresearch.com
Macro research and commentary on capital markets, geopolitics and currency flows, framed through Brent Johnson's Dollar Milkshake Theory. Readers get data-driven deep dives, such as AI power demand and foreign Treasury holdings, plus weekly market recaps.
Institutional-style crypto and cross-asset research covering market structure, regime analysis and driver reviews of major and altcoin price moves. Issues include multi-part retrospectives with charts and chart books, plus macro-aware relative-value model portfolio recommendations.
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