Emerging Market Cap Flows & a Negative Sum Game
To understand market directionality we must inspect macro economic condition, but micro conditions in specific markets are just as important to digest. Capital flows in *the* market, the US market, into and out of other emerging markets give us a sense of the game being played. It's critical to understand the nature of a positive, zero, and negative sum game. https://twitter.com/noahseidman Discord - http://bit.ly/NoahsRealTalk 1:1 - noahseidman.com
To understand market directionality we must inspect macro economic condition, but micro conditions in specific markets are just as important to digest. Capital flows in *the* market, the US market, into and out of other emerging markets give us a sense of the game being played. It's critical to understand the nature of a positive, zero, and negative sum game. https://twitter.com/noahseidman Discord - http://bit.ly/NoahsRealTalk 1:1 - noahseidman.com