Capital Flows
@Globalflows
Christian | Global macro research & trading in rates, FX, and equities | Educational primers and dynamic models mapping capital flows(free)⬇️
We are entering one of the most violent periods in markets but this isn't driven by a recession, it's driven by the credit cycle The sheer amount of money being added to the system right now is creating an environment for equities that is very rare Let's dig in 🧵👇
****taps sign
Trade with conviction and size or do research on the next trade Don't waste your time
Flows are a constraint, not driven by sentiment
Why Investors Are Forced to Buy Equities: The Macro Constraints That Create Melt-Ups When liquidity rises and growth improves, capital isn’t free to go anywhere—it’s forced into equities by structural constraints. Melt-ups aren’t a choice. They’re a function of flows.🧵👇
Credit cycle breakdown 🤌🏻
This Credit Cycle Was Made by Central Banks—and Will End With Them All The Charts For The Credit Cycle - Breakdown 🧵👇
HOLDING ALL POSITIONS LAID OUT IN THREAD BELOW UPDATE WILL BE SENT OUT HERE SOON: capitalflowsresearch.com
We are entering one of the most violent periods in markets but this isn't driven by a recession, it's driven by the credit cycle The sheer amount of money being added to the system right now is creating an environment for equities that is very rare Let's dig in 🧵👇
Interview with @SKIGODcrypto from last week is still one of the most important convos I’ve had in a while
Trader Talks Ep. 5 w/ @Globalflows x.com/i/broadcasts/1…
Pretty significant
*TRUMP: ANNOUNCES TRADE DEAL WITH JAPAN - $550 INVESTMENT AND 15% TARIFF
Here we go Nikkei melt up is here
Nikkei all time highs will be here soon
At the April lows, I was texting with multiple family offices. I put out the same message in my chat on the website Everyone who knows how the game is played already deployed a ton of capital and have been long. This is how the game works. The investment banks always misdirect
Family offices and high net worth individuals don’t give a crap about your intraday trading
Flows continues to be the best resource out there to learn how everything works and how it ties into actual action/exectution. He lays out everything to take u from 0- Hero and practices outworking everyone in the space. Still slept on.
I continue to HOLD the ES, RTY, and BTC longs laid out in this thread We continue to print to the upside This is a melt up and we are seeing panic buying People dont get it, you get paid to hold risk. Weak hands get shaken out. I have laid out all of the trades and research.…