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Macro Regime Tracker: Launch - New Models - Macro Regime Context✅ - Macro Tear Sheets✅ - Macro Regime Dashboard✅ - Growth and Inflation Regime Tracker✅ - Fixed Income and Credit Model✅ - Equity Sector Model✅ - Machine Learning Strategies and Models✅

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Capital Flows

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237,930 görüntüleme • 1 yıl önce •via X (Twitter)

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Macro Regime Tracker can be found here:

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All of the educational articles:

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✅ LIVE NOW: HURRY AND CLAIM YOUR СОlNS!

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AppKit is the full-stack toolkit to build onchain app UX 🪄 ✅ Social, Email, and Wallet Login ✅ Embedded Wallets ✅ Crypto Swaps ✅ On-ramp Integrate with just 20 lines of code across 10+ languages for all EVM chains and Solana. Onboard millions of users for free today.

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Beast

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You make me want to quit my job And I mean that in the most positive ways

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thanks, cap! You work so hard on this stuff and it's really great.

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Christmas Gift 🎅🎄 Macro Rate Matrix Dashboard Launch (100% FREE) - Spreadsheet providing you tools for the macro regime - Drivers of compound returns - All of the educational material you will ever need on growth, inflation, liquidity, and interest rates Merry Christmas frens
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Christmas Gift 🎅🎄 Macro Rate Matrix Dashboard Launch (100% FREE) - Spreadsheet providing you tools for the macro regime - Drivers of compound returns - All of the educational material you will ever need on growth, inflation, liquidity, and interest rates Merry Christmas frens

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Credit Cycle Blow-Off: The Boom Before the Bust: ALL OF THE PLAYBOOKS ARE LINKED BELOW AND FREE: - Credit Cycle Playbook - Path Dependent Framework For Capital Flows - The S&P 500 Macro Regime Playbook - The Bitcoin Macro Regime Playbook - Interest Rate Trading Playbook - Macro Thesis Development Playbook - Consumer Macroeconomic Playbook
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Credit Cycle Blow-Off: The Boom Before the Bust: ALL OF THE PLAYBOOKS ARE LINKED BELOW AND FREE: - Credit Cycle Playbook - Path Dependent Framework For Capital Flows - The S&P 500 Macro Regime Playbook - The Bitcoin Macro Regime Playbook - Interest Rate Trading Playbook - Macro Thesis Development Playbook - Consumer Macroeconomic Playbook

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Regime change in Iran ❌ Regime change in the US ✅
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Regime change in Iran ❌ Regime change in the US ✅

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Commodity Tear Sheet has been released There are now a total of 5 Macro Tear Sheets breaking down Fixed Income, Equities, Bitcoin, FX and Commodities. 100% FREE because we are taking 2025 by storm Welcome to global macro frens
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Promise made. Promise delivered. Indeed, H.E., you promised Ghanaians and you have delivered. ✅ inflation From 56% to 5.6%. ✅ Policy rate: 30% → 15.5%. ✅ Cedi: 16.4 → 10.8. ✅ Credit rating: CCC+ → B- ✅ GDP Growth: 5.5–6.1% in 2025 ✅ Current Account: Surplus $9.1bn ✅ Debt to GDP 48.9 % ✅ Debt sustainability restored. ✅ FX reserves strengthened. ✅ Budget deficit narrowing. ✅ Banking sector stabilized. ✅ IMF program back on track. Stabilization → Recovery → Growth.
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No recession, long spooz, long Bitcoin FOMC functioning as a positioning unwind, and now we reprice to the macro regime
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