Capital Flows
@capitalflows.skystack.xyz
Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informat...
This is an automated Substack Account of https://capitalflows.substack.com
Discover more/Create at: @skystack.xyz
This is an automated Substack Account of https://capitalflows.substack.com
Discover more/Create at: @skystack.xyz
The imminent devaluation of the Yen and its impact on your portfolio • Mapping the risks for cross boarder flows and the global risk curve
The imminent devaluation of the Yen and its impact on your portfolio
Mapping the risks for cross boarder flows and the global risk curve
www.capitalflowsresearch.com
January 13, 2026 at 6:53 PM
The imminent devaluation of the Yen and its impact on your portfolio • Mapping the risks for cross boarder flows and the global risk curve
Week Ahead, Liquidity, And Macro Livestream • The largest changes having the biggest impact
Week Ahead, Liquidity, And Macro Livestream
The largest changes having the biggest impact
www.capitalflowsresearch.com
January 12, 2026 at 3:53 AM
Week Ahead, Liquidity, And Macro Livestream • The largest changes having the biggest impact
Regime Shift In Japan: The Melt Up Before The Crash • How Japanese news is impacting US equities and gold
Regime Shift In Japan: The Melt Up Before The Crash
How Japanese news is impacting US equities and gold
www.capitalflowsresearch.com
January 9, 2026 at 9:52 PM
Regime Shift In Japan: The Melt Up Before The Crash • How Japanese news is impacting US equities and gold
Macro Report: Japan’s Policy Is Setting The Stage For The Next Crash • The largest exporter of capital to the global economy is approaching an inflection point
Macro Report: Japan’s Policy Is Setting The Stage For The Next Crash
The largest exporter of capital to the global economy is approaching an inflection point
www.capitalflowsresearch.com
January 8, 2026 at 3:52 AM
Macro Report: Japan’s Policy Is Setting The Stage For The Next Crash • The largest exporter of capital to the global economy is approaching an inflection point
Equity Strategy: Bitcoin & Equities: Late‑Stage Melt‑Up or Crash Setup? • How Liquidity Regimes Drive Correlations, Rotations, and Convexity Across Risk Assets
Equity Strategy: Bitcoin & Equities: Late‑Stage Melt‑Up or Crash Setup?
How Liquidity Regimes Drive Correlations, Rotations, and Convexity Across Risk Assets
www.capitalflowsresearch.com
January 6, 2026 at 3:53 AM
Equity Strategy: Bitcoin & Equities: Late‑Stage Melt‑Up or Crash Setup? • How Liquidity Regimes Drive Correlations, Rotations, and Convexity Across Risk Assets
Interest Rate & FX Strategy: Macro Opportunity • How the flows of capital create a significant edge in the interest rate complex
Interest Rate & FX Strategy: Macro Opportunity
How the flows of capital create a significant edge in the interest rate complex
www.capitalflowsresearch.com
January 5, 2026 at 6:54 PM
Interest Rate & FX Strategy: Macro Opportunity • How the flows of capital create a significant edge in the interest rate complex
Interest Rate & FX Strategy: The Hidden Structure Behind Dollar Weakness • Monetary policy and geopolitical shifts in monetary debasement
Interest Rate & FX Strategy: The Hidden Structure Behind Dollar Weakness
Monetary policy and geopolitical shifts in monetary debasement
www.capitalflowsresearch.com
January 2, 2026 at 9:54 PM
Interest Rate & FX Strategy: The Hidden Structure Behind Dollar Weakness • Monetary policy and geopolitical shifts in monetary debasement
Equity Strategy: Risks Building • The forces driving volatility
Equity Strategy: Risks Building
The forces driving volatility
www.capitalflowsresearch.com
January 1, 2026 at 12:52 AM
Equity Strategy: Risks Building • The forces driving volatility
Why the 2026 Credit Cycle Won’t Look Like 2025 (Or the Last 15 Years) • How the setups that worked in 2024–2025 become landmines in 2026 as rates, liquidity, and credit transmission flip regime.
Why the 2026 Credit Cycle Won’t Look Like 2025 (Or the Last 15 Years)
How the setups that worked in 2024–2025 become landmines in 2026 as rates, liquidity, and credit transmission flip regime.
www.capitalflowsresearch.com
December 27, 2025 at 12:54 AM
Why the 2026 Credit Cycle Won’t Look Like 2025 (Or the Last 15 Years) • How the setups that worked in 2024–2025 become landmines in 2026 as rates, liquidity, and credit transmission flip regime.
How To Bet On Yourself In 2026 (When No One Else Will) • 10 Brutal Truths About Betting On Yourself
How To Bet On Yourself In 2026 (When No One Else Will)
10 Brutal Truths About Betting On Yourself
www.capitalflowsresearch.com
December 24, 2025 at 3:54 AM
How To Bet On Yourself In 2026 (When No One Else Will) • 10 Brutal Truths About Betting On Yourself
Equity Strategy: Downside? • The risk around equity volatility
Equity Strategy: Downside?
The risk around equity volatility
www.capitalflowsresearch.com
December 17, 2025 at 6:53 PM
Equity Strategy: Downside? • The risk around equity volatility
New Episode: A Macro Conversation with Brent Donnelly on FX • The underlying flows and changes in market that are not talked about
New Episode: A Macro Conversation with Brent Donnelly on FX
The underlying flows and changes in market that are not talked about
www.capitalflowsresearch.com
December 15, 2025 at 9:53 PM
New Episode: A Macro Conversation with Brent Donnelly on FX • The underlying flows and changes in market that are not talked about
Recording + slides from today’s macro session (and tomorrow’s closed‑door invite) • The geopolitical set up for 2026
Recording + slides from today’s macro session (and tomorrow’s closed‑door invite)
The geopolitical set up for 2026
www.capitalflowsresearch.com
December 12, 2025 at 9:53 PM
Recording + slides from today’s macro session (and tomorrow’s closed‑door invite) • The geopolitical set up for 2026
LIVESTREAM REMINDER - STARTS IN 1 HOUR - The Battle for Influence and Capital: How Modern Information Flows Shapes Global Capital Flows • Understanding how narrative warfare, technological acceleration, and geopolitical power shifts are rewriting the pathways of money, risk, and global markets.
LIVESTREAM REMINDER - STARTS IN 1 HOUR - The Battle for Influence and Capital: How Modern Information Flows Shapes Global Capital Flows
Understanding how narrative warfare, technological acceleration, and geopolitical power shifts are rewriting the pathways of money, risk, and global markets.
www.capitalflowsresearch.com
December 12, 2025 at 3:53 PM
LIVESTREAM REMINDER - STARTS IN 1 HOUR - The Battle for Influence and Capital: How Modern Information Flows Shapes Global Capital Flows • Understanding how narrative warfare, technological acceleration, and geopolitical power shifts are rewriting the pathways of money, risk, and global markets.
The Battle for Influence and Capital: How Modern Information Flows Shapes Global Capital Flows • Understanding how narrative warfare, technological acceleration, and geopolitical power shifts are rewriting the pathways of money, risk, and global markets.
The Battle for Influence and Capital: How Modern Information Flows Shapes Global Capital Flows
Understanding how narrative warfare, technological acceleration, and geopolitical power shifts are rewriting the pathways of money, risk, and global markets.
www.capitalflowsresearch.com
December 11, 2025 at 3:53 PM
The Battle for Influence and Capital: How Modern Information Flows Shapes Global Capital Flows • Understanding how narrative warfare, technological acceleration, and geopolitical power shifts are rewriting the pathways of money, risk, and global markets.
Interest Rate Strategy: Macro Liquidity Risks/Reward • How flows of capital are moving post FOMC
Interest Rate Strategy: Macro Liquidity Risks/Reward
How flows of capital are moving post FOMC
www.capitalflowsresearch.com
December 11, 2025 at 3:52 AM
Interest Rate Strategy: Macro Liquidity Risks/Reward • How flows of capital are moving post FOMC
My Large Macro/Crypto Bet • The most asymmetric opportunity in markets right now
My Large Macro/Crypto Bet
The most asymmetric opportunity in markets right now
www.capitalflowsresearch.com
December 9, 2025 at 6:53 PM
My Large Macro/Crypto Bet • The most asymmetric opportunity in markets right now
Capital Flows Macro Livestream: 25 Charts Mapping The Credit Cycle • The mental model for risks and opportunities in macro
Capital Flows Macro Livestream: 25 Charts Mapping The Credit Cycle
The mental model for risks and opportunities in macro
www.capitalflowsresearch.com
December 8, 2025 at 9:54 PM
Capital Flows Macro Livestream: 25 Charts Mapping The Credit Cycle • The mental model for risks and opportunities in macro
The Coming Storm in Global Carry: Japan’s Pivot and the Flows No One Is Watching • A hidden leverage cycle is tightening beneath the surface, and the next major volatility shock will come from the places the consensus assumes are safest.
The Coming Storm in Global Carry: Japan’s Pivot and the Flows No One Is Watching
A hidden leverage cycle is tightening beneath the surface, and the next major volatility shock will come from the places the consensus assumes are safest.
www.capitalflowsresearch.com
December 5, 2025 at 9:52 PM
The Coming Storm in Global Carry: Japan’s Pivot and the Flows No One Is Watching • A hidden leverage cycle is tightening beneath the surface, and the next major volatility shock will come from the places the consensus assumes are safest.
TradingView Model Access • A simple step by step guide to unlock your subscriber access
TradingView Model Access
A simple step by step guide to unlock your subscriber access
www.capitalflowsresearch.com
December 5, 2025 at 9:52 PM
TradingView Model Access • A simple step by step guide to unlock your subscriber access
Live today: building the Capital Flows TradingView models (members only) • Walk through the exact TradingView/Python stack we use to map regimes and flows, live.
Live today: building the Capital Flows TradingView models (members only)
Walk through the exact TradingView/Python stack we use to map regimes and flows, live.
www.capitalflowsresearch.com
December 4, 2025 at 3:53 PM
Live today: building the Capital Flows TradingView models (members only) • Walk through the exact TradingView/Python stack we use to map regimes and flows, live.
AI Risks and Equity Factors As Macro Volatility Rises • How AI Reshapes Style, Value, and Risk Premia When Regimes Break
AI Risks and Equity Factors As Macro Volatility Rises
How AI Reshapes Style, Value, and Risk Premia When Regimes Break
www.capitalflowsresearch.com
December 3, 2025 at 9:54 PM
AI Risks and Equity Factors As Macro Volatility Rises • How AI Reshapes Style, Value, and Risk Premia When Regimes Break
The Coming Storm Playbook: Replay, Resources, and Next Livestream • Tradingview Model Breakdown
The Coming Storm Playbook: Replay, Resources, and Next Livestream
Tradingview Model Breakdown
www.capitalflowsresearch.com
December 2, 2025 at 9:54 PM
The Coming Storm Playbook: Replay, Resources, and Next Livestream • Tradingview Model Breakdown
REMINDER: 24 hours Until Preparing For The Storm: Livestream Playbook • The allocation playbook for the biggest risk in macro
REMINDER: 24 hours Until Preparing For The Storm: Livestream Playbook
The allocation playbook for the biggest risk in macro
www.capitalflowsresearch.com
December 1, 2025 at 6:53 PM
REMINDER: 24 hours Until Preparing For The Storm: Livestream Playbook • The allocation playbook for the biggest risk in macro
Preparing For The Storm: Livestream Playbook • The allocation playbook for the biggest risk in macro
Preparing For The Storm: Livestream Playbook
The allocation playbook for the biggest risk in macro
www.capitalflowsresearch.com
December 1, 2025 at 12:55 AM
Preparing For The Storm: Livestream Playbook • The allocation playbook for the biggest risk in macro