About Capital Flows
SpearPoint Equity Alpha is a partnership between Capital Flows and SpearPoint Management LLC . The publication focuses on generating alpha in single-name equities and identifying asymmetrical trades between macro regimes and earnings catalysts.
See the Process:
Check out the first discussion we had breaking down the macro and equity strategy we run:
Here is the first podcast so that you can have an idea of the tangible value we provide:
And here is the most recent podcast we did breaking down the macro regime and positioning in equities:
Paid Tier:
The paid tier provides in-depth research, industry breakdowns, individual stock analysis, and real-time trades across the best single stock ideas. The paid tier provides consistent alpha generation to subscribers by aligning the macro backdrop, sector skew, and individual stock risk reward.