Paper Alfa - Macro & More | Substack

Attack the Week (ATW)

A struggling New World

4 hrs ago •

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Recent posts

Friday Chart Book

Wars, Bonds & US-Dollar

Jun 13 •

Where next for the Yen

In the mind of good Kazuo Ueda

Jun 12 •

Attack the Week (ATW)

Reflection to Visualisation

Jun 8 •

Friday Chart Book

From Musk to Dawn

Jun 6 •

Charts

Friday Chart Book

Wars, Bonds & US-Dollar

Jun 13 •

Friday Chart Book

From Musk to Dawn

Jun 6 •

Friday Chart Book

May 30 •

Mid-Week Update

The Circus Continues / FX Trade Updates

May 27 •

Thought Pieces

Where next for the Yen

In the mind of good Kazuo Ueda

Jun 12 •

New Trade Ideas on the Board

Jun 2 •

Mid-Week Update

The Circus Continues / FX Trade Updates

May 27 •

Mid-Week Update

Nothing but Boredom?

May 20 •

Education

Where next for the Yen

In the mind of good Kazuo Ueda

Jun 12 •

New Trade Ideas on the Board

Jun 2 •

From Chaos to Clarity

Designing a Smarter Decision Framework

Apr 29 •

Germany and France

The Merry Sisters

Apr 23 •

PAMB

Portfolio Construction

Apr 30, 2024 •

Risk: Risk Units & Fixed Income Sizing

Feb 14, 2024 •

Risk: Position Sizing / Game Simulations / Kelly Criterion

Jan 23, 2024 •

Risk: Measuring Risk

Jan 10, 2024 •

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