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
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hit rate
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mean α
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signals 14d
15
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @Globalflows | · | States that the author's formerly bearish bond view has shifted to neutral. | · | tweet ↗ |
| 2026-10-15 | · | @Globalflows | · | Warns that rate-driven market crashes cannot be rescued through fiscal stimulus. | · | tweet ↗ |
| 2026-10-15 | · | @Globalflows | · | Warns that a severe reckoning is approaching, though the linked context is unavailable. | · | tweet ↗ |
| 2026-10-15 | · | @Globalflows | · | Argues structural monetary and policy pressures in France and Germany will worsen. | · | tweet ↗ |
| 2026-10-15 | · | @Globalflows | · | Signals an imminent interest-rate development but omits its direction in this tweet. | · | tweet ↗ |
| 2026-10-14 | · | @Globalflows | · | Expects further bond downside until markets price additional rate hikes. | · | tweet ↗ |
| 2026-10-13 | · | @Globalflows | · | Claims France and the U.S. differ but share a China connection despite distinct currency regimes. | · | tweet ↗ |
| 2026-10-12 | · | @Globalflows | · | Author argues AI is not a simple bubble; capital sourcing and pricing determine the outcome. | · | tweet ↗ |
| 2026-10-12 | · | @Globalflows | · | Author says Fed and Treasury credibility is deteriorating and long-term rates are nearing an endgame. | · | tweet ↗ |
| 2026-10-12 | BTC | @Globalflows | -0.20 | Skeptical of Bitcoin's utility while stating trades will follow flows in either direction. | · | tweet ↗ |
| 2026-10-12 | · | @Globalflows | · | Forecasts a global currency crisis and rejects the view that devaluation is indefinitely bullish for risk assets. | · | tweet ↗ |
| 2026-10-11 | · | @Globalflows | · | Frames sovereign-debt stress as an unavoidable source of broad market volatility. | · | tweet ↗ |
| 2026-10-09 | · | @Globalflows | · | Presents a bearish France fiscal thesis centered on widening yields and unresolved structural problems. | · | tweet ↗ |
| 2026-10-09 | · | @Globalflows | · | Attributes concentrated corporate capex to communication services, tech, consumer discretionary, Mag7 and Oracle. | · | tweet ↗ |
| 2026-10-09 | · | @Globalflows | · | Argues tech earnings dominance funds capex and makes earnings-versus-capex a key sector relationship. | · | 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.