Capital Flows
· Capital Flows
· July 16, 2026 at 20:39
· ⏱ 1 min read
| Read on Substack ↗
Summary
This is a promotional teaser post announcing that the author has changed their market view and positions, but all substantive content—including the specific reasoning and new positions—is locked behind a paid subscription. The article's only concrete forward-looking claim is that tomorrow's livestream will analyze momentum trade unwind mechanics and carry trade risks, implying heightened market volatility in those areas, but no actionable information is provided for non-subscribers.
•The author states their market view and positions have changed, but provides no details in the free text—only a link to a paid-subscriber written update.
•Tomorrow's livestream (paid-only) will map the momentum trade unwind and identify where carry trade risks are building across global markets.
•The article explicitly notes that both today's stream and tomorrow's are restricted to paid subscribers, with no free preview of the reasoning or specific trades.