Capital Flows
A daily livestream and proprietary report mapping the macro regime across rates, FX, and equities, built for active risk takers hunting asymmetric trades.
- Top in Finance
- #44
- Paid leaderboard
- #15
- Subscribers
- 60K
- Paid subscribers
- 1,000+ paid
- Badge
- Bestseller 1k
- Followers
- 86K
- Paid plan
- $99/mo
- Recommends
- 56
rounded by Substack
other newsletters
Growth history
Rank in Substack’s finance leaderboard: #44 today
Stats worth sharing
Tracked since Sep 10, 2026 — 1 daily snapshot so far. The card below is built from what we track and refreshes nightly. It is free for Capital Flows to post, embed or send to readers, as long as the watermark stays on it.
- Percentile
- Top 9%
- Best rank seen
- #44
- Posts
- 11
- Reactions per post
- 57
- Reactions tracked
- 679
of 525 ranked finance newsletters
on Sep 10, 2026
last 30 days
average, recent posts
across 12 posts
Most-reacted post we have seen: How Bessent Is Establishing A New Monetary Order — 138 reactions on Aug 20, 2026.
Recent posts
- The Great Monetary Escalation
In an open system with global trade, imbalances and financial crises in one country spill over into others with incredible speed. The Great Financial Crisis in 2008 was centered on mortgage-backed securities in the private sector, which pushed banks into a corner where they needed to make some very grim decisions. No one wants to make the hard decisions until they are forced into a corner where they need to choose between selling and survival. The crisis that the global monetary system faces today is not one in the private sector but in the public sector, in real purchasing power terms as…
- Complacency Before The Cliff (Bonds)
Bonds remain in a low volatility regime on both an implied and realized basis. Realized volatility (yellow) has ticked up marginally as Warsh and Bessent take an overly accommodative stance into heightened nominal GDP, but the dominant regime remains low volatility, as the MOVE index remains low as well. This low volatility regime is setting the stage for significant complacency in markets. As I have consistently laid out, the greatest risk to financial markets continues to be the carry trade and interest rate risk. Both of these are sources of liquidity that are now being actively…
- “Dollar Devaluation” Is Bearish Equities
- Positioning Into Jackson Hole
- Melt Up or Melt Down Into End Of 2026?
- How Bessent Is Establishing A New Monetary Order
- Equity Positioning Is Setting Up The Next Move In Stocks
- The Next Stage Of Macro Trading
- When Will The Bond Market Stop Crashing?
- The Dangerous Risk Building In Stocks
- The Hidden Mechanics Behind Interest Rates
- Inflation Risk In The Global Economy
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Capital Flows. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 10, 2026.