Hidden Asymmetries

Monetary plumbing, macroeconomics, financial markets. Powered by AI and human intelligence.

Contrarian research on EU economic policy, unlocking growth and business opportunities. Written by an ex-big-law attorney (PhD). Subscribe to stay ahead.

Weekly Macro & Money Insights Your essential guide to what really drives markets, liquidity, and the global economy. Focused analysis of the most important monetary shifts, hidden flows, and macro trends shaping the financial system.

Creating compelling narratives on cryptocurrency, stocks, the economy, and a diverse range of intriguing topics.

KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics. I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.

We publish 5-6 articles per month on the intersection of Capital Markets, Geopolitics and the Madness of Crowds. All through the lens of the Dollar Milkshake Theory.

A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

Former global macro hedge fund manager distilling market insights via his alter-ego, the acid capitalist Media https://linktr.ee/acidcapitalist

Markets, politics, geopolitics, macro, trading.

Geopolitics, Macro, Energy, Aviation, Hard Money (Gold/BTC). Decoding causal links between physical systems and value.

Thoughts on financial markets and economics from Simplify's Chief Strategist

Actionable insights and strategies on Financial Markets, Quantitative Finance and Machine Learning—backed by data and research.

Capital Flows Research gives active investors a daily, actionable macro map of rates, credit, FX, and equities so their positioning stays aligned with the prevailing regime instead of getting blindsided by it.

Research group (ex Salomon Bros) that monitor liquidity and cross-border capital flows. We supply data and analysis on 85 markets W/W.

Unlock Market Potential and Swing to Financial Freedom.

Featured on FT Alphaville. Not investment advice. Just economic realism with a sharp edge and occasional sarcasm. Gen Z, all opinions are my own.

I capture flashes of market insight before they fade and share them here. Expect weekly U.S./Asia stock ideas (with my positioning), idea follow-ups, and occasional thought experiments or hidden gems from investing legends.