What the capital is saying
Today's narratives, decoded. Each story reveals who benefits, who loses, and what the money already priced in — with an actionable trade idea.
Where the smart money is going
Institutional flow data with directional conviction, velocity, and projected movement. See what $1B+ is moving where — and which assets are accumulating or distributing.
Flow data: EPFR Global, Morningstar Direct, and internal aggregation · Velocity measured vs 4-week rolling average · Timestamps reflect week ending Friday EET · Methodology: capital.html
Your trades this week
Trade Ideas
— assets with directional conviction, entry zones, and stop levels — derived from the stories and flows above. Entry, target, stop, and conviction for each position.
PDR
—
—
▁▁▁▁▁
Key levels · Weekly anchor · Updated Tue 10:00 EET
PDR (Passive Discovery Rate) measures the ratio of passive-to-active institutional flow. ▁▃▅▆▇ = low→high discovery pressure. Values above 1.5 signal passive accumulation; below 0.8 signal passive distribution.
The Signal
Flow × Bet × Event
Cross-container intelligence. Stories (Container 1) meet capital flows (Container 2) meet anchor positioning (Container 3). When all three align — MAX CONVICTION. When they diverge — that's where the edge is.
Triangulation: Story strength (max 20) + Flow alignment (max 50) + Bet conviction (max 30) = Signal Score · Stories first, flows second, bets third
Track Record
Verifiable bet performance
Every bet timestamped when placed. Settled against realized prices. No cherry-picking. Complete, auditable.