Author
@Globalflows Globalflows
grade Ax.com/Globalflows ↗
Macro liquidity strategist mapping credit-cycle melt-up into asymmetric crypto and AI bets
Builds a top-down cross-asset framework around rates, FX, cr
trader score
-1.33
hit rate
40%
mean α
-0.65%
signals 14d
14
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 40% hit rate, -0.65% mean alpha, trader score -1.33.
Recent signals14receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-25 | · | @Globalflows | · | Nominal GDP is running at 6%; investment contributes more real growth while government spending adds inflation. | · | tweet ↗ |
| 2026-08-21 | · | @Globalflows | · | Explicitly warns against buying bonds and says bonds are cooked. | · | tweet ↗ |
| 2026-08-20 | · | @Globalflows | · | Highlights $1.2-$1.65T of opaque off-balance-sheet AI obligations versus $360B of visible bonds. | · | tweet ↗ |
| 2026-08-20 | · | @Globalflows | · | The linked analysis frames Bessent's policies as establishing a new monetary order. | · | tweet ↗ |
| 2026-08-19 | · | @Globalflows | · | Explicitly rejects claims that public debt can simply be inflated away. | · | tweet ↗ |
| 2026-08-18 | · | @Globalflows | · | References an equity-positioning chart without visible detail. | · | tweet ↗ |
| 2026-08-17 | · | @Globalflows | · | Outlines a macro-trading framework spanning rates, order books, equity risk and real yields. | · | tweet ↗ |
| 2026-08-17 | · | @Globalflows | · | Says AI dip-buying and crushed volatility left index and sector positioning fragile in the short term. | · | tweet ↗ |
| 2026-08-17 | · | @Globalflows | · | Warns of a possible short-term equity pullback based on volatility conditions. | · | tweet ↗ |
| 2026-08-17 | · | @Globalflows | · | Reports bonds breaking lower in line with the author's prior view. | · | tweet ↗ |
| 2026-08-17 | · | @Globalflows | · | Identifies inflation volatility, leveraged AI exposure, and carry unwinds as the three largest equity risks. | · | tweet ↗ |
| 2026-08-16 | · | @Globalflows | · | Warns that attention on September Fed policy obscures a sharp long-end yield selloff. | · | tweet ↗ |
| 2026-08-15 | · | @Globalflows | · | Presents a stagflationary framework in which stocks and bonds fall together and the 60/40 portfolio is pressure-tested. | · | tweet ↗ |
| 2026-08-15 | · | @Globalflows | · | Observes that one-week volatility is extremely low relative to one-month volatility. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.