Join me as I embark on a journey to discover and understand the complex and fascinating world of finance and economy.
Whether you are a beginner or an expert, you will find something useful and interesting in this substack.
Capital Flows is the space where I share all my Top-Down/Bottom-up macroeconomic research and show how I am tangibly implementing it in financial markets.
Brings you up to speed on the relevant macro developments: central banks, economic data, sentiment, intermarket analysis. Every weekend. For traders, investors and everyone interested in what's going on in FX and macro.
Welcome to Steno Research. The 100% independent macro and geopolitical research house. We hope to see you as a client soon at www.stenoresearch.com. We will occasionaly deliver free articles at this substack still.
Daily and Weekly trading plans for E-mini S&P 500 Futures (ES) that include accurate levels and market context. The plans are presented in a clear and concise format with visually appealing charts using my concepts of Smashlevels and Smashmodel Extremes.
Financial education, macro insights & actionable investment ideas.
From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.
We help investors make decisions with confidence by identifying opportunities, alerting you to risks, and keeping you informed with meaningful macro insights