Capital Flows
· Capital Flows
· 10 августа 2026, 02:24
· ⏱ 2 мин чтения
| Читать в Substack ↗
Резюме
The article is primarily an announcement: Capital Flows will resume its full-format livestream tomorrow at 11:30am PST, shifting from paid-only to a free first half for all, with a paid second half on Substack. It signals the firm's macro focus on currency wars and the repricing of FX volatility, but it contains no market argument, specific thesis, or actionable trade recommendations.
•The livestream is scheduled for tomorrow (2026-08-11) at 11:30am PST and will cover 'Currency Wars and The Repricing Of FX Volatility.'
•The first half will be free on Twitter and YouTube, while the second half with proprietary models and research is reserved for paid subscribers on Substack.
•The author recommends listening to a short Spaces discussion and reading a recent article on 'the new FX regime we are moving into' for context, indicating a continued macro focus on FX regime change.
•The article contains only promotion and standard legal disclaimers; no positions, tickers, or trades are disclosed.