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Regime Dashboard
Cross-asset allocation through the cycle
Aug 19
•
PA - Global Macro
6
2
Most Popular
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The Model Guide
Oct 31, 2023
•
PA - Global Macro
23
11
1
On Technical Analysis ...
Aug 6, 2023
•
PA - Global Macro
22
1
1
Risk Markers
Mar 5, 2024
•
PA - Global Macro
21
4
Paper Alfa's 2024
Dec 26, 2023
•
PA - Global Macro
19
1
Recent posts
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When the Process Says "Go!"
The psychology of selective aggression in markets
Aug 17
•
PA - Global Macro
4
Attack the Week (ATW)
Cosmic Fault Lines / FX Spreadsheet / Calendar / Dashboard / Allocation Update
Aug 16
•
PA - Global Macro
3
Friday Thoughts
Are Real Rates attractive? / Macro Charts Study / Macro Week in Review
Aug 14
•
PA - Global Macro
2
The Fantastic and Imaginary “Macro Genius”
A philosophy of decision, skill, and error in global macro trading
Aug 11
•
PA - Global Macro
4
1
Attack the Week (ATW)
NFP Analysis / Calendar / Macro FX Update / Dashboard / Asset Allocation Update
Aug 9
•
PA - Global Macro
2
Friday Thoughts
Giving Thanks / Upside Option Chasing / Yen Valuation - Technicals
Aug 7
•
PA - Global Macro
3
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Top posts
The Model Guide
Oct 31, 2023
•
PA - Global Macro
23
11
1
On Technical Analysis ...
Aug 6, 2023
•
PA - Global Macro
22
1
1
Risk Markers
Mar 5, 2024
•
PA - Global Macro
21
4
Paper Alfa's 2024
Dec 26, 2023
•
PA - Global Macro
19
1
Cross-Currency Basis
Nov 6, 2023
•
PA - Global Macro
54
3
2
Charts
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Friday Thoughts
Are Real Rates attractive? / Macro Charts Study / Macro Week in Review
Aug 14
•
PA - Global Macro
2
Friday Thoughts
Giving Thanks / Upside Option Chasing / Yen Valuation - Technicals
Aug 7
•
PA - Global Macro
3
Friday Thoughts
Warsh-ed / Capitulation nearing ? / Macro Reflections
Jul 31
•
PA - Global Macro
1
1
Friday Thoughts
Of Correlation and Volatility Spikes / Macro Thoughts on Rates
Jul 10
•
PA - Global Macro
4
Thought Pieces
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Regime Dashboard
Cross-asset allocation through the cycle
Aug 19
•
PA - Global Macro
6
2
When the Process Says "Go!"
The psychology of selective aggression in markets
Aug 17
•
PA - Global Macro
4
Friday Thoughts
Are Real Rates attractive? / Macro Charts Study / Macro Week in Review
Aug 14
•
PA - Global Macro
2
The Fantastic and Imaginary “Macro Genius”
A philosophy of decision, skill, and error in global macro trading
Aug 11
•
PA - Global Macro
4
1
Education
View all
Regime Dashboard
Cross-asset allocation through the cycle
Aug 19
•
PA - Global Macro
6
2
When the Process Says "Go!"
The psychology of selective aggression in markets
Aug 17
•
PA - Global Macro
4
The Fantastic and Imaginary “Macro Genius”
A philosophy of decision, skill, and error in global macro trading
Aug 11
•
PA - Global Macro
4
1
Macro FX Trade Corner
August 2026
Aug 3
•
PA - Global Macro
4
PAMB
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Regime Dashboard
Cross-asset allocation through the cycle
Aug 19
•
PA - Global Macro
6
2
Macro Book
Portfolio Construction
Apr 30, 2024
•
PA - Global Macro
11
1
Macrobook
Risk: Risk Units & Fixed Income Sizing
Feb 14, 2024
•
PA - Global Macro
7
Macrobook
Risk: Position Sizing / Game Simulations / Kelly Criterion
Jan 23, 2024
•
PA - Global Macro
9
8
1
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