Capital Flows
· Capital Flows
· June 15, 2026 at 05:54
· ⏱ 2 min read
| Read on Substack ↗
Summary
The author announces an upcoming livestream to discuss a new phase of Capital Flows, centering on the thesis that 'Compute is the new oil' is the most mispriced and misunderstood idea in markets. The article provides no specific trade recommendations or market analysis, serving only as a promotional notice.
•Livestream scheduled for June 16, 2026 at 11:30 am MST, 1.5 hours before cash equity close.
•The author identifies 'Compute is the new oil' as the most mispriced and misunderstood idea in markets.
•The article contains no disclosed positions, explicit recommendations, or named securities.