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Attack the Week (ATW)
America at 250 / Calendar / Dashboard Summary / Macro FX / Asset Allocation Update
Jul 5
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Paper Alfa
5
2
Most Popular
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The Model Guide
Oct 31, 2023
•
Paper Alfa
23
11
1
On Technical Analysis ...
Aug 6, 2023
•
Paper Alfa
22
1
1
Risk Markers
Mar 5, 2024
•
Paper Alfa
21
4
Paper Alfa's 2024
Dec 26, 2023
•
Paper Alfa
19
1
Recent posts
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Friday Thoughts
Macro Tremors / Macro FX Trade Corner
Jul 3
•
Paper Alfa
5
Macro FX Trade Corner
New Trades for July
Jul 3
•
Paper Alfa
3
From Alan Greenspan to Kevin Warsh
On Monetary Philosophy, Market Discipline, and the Return of Uncertainty
Jul 1
•
Paper Alfa
6
The Resilience Trap
Forces that held the world economy together are now its biggest fault line — reading the BIS's 2026 worry list
Jun 29
•
Paper Alfa
6
Attack the Week (ATW)
Market Whispers / Weekly Calendar / Macro FX Spreadsheet / Dashboard / Asset Allocation
Jun 28
•
Paper Alfa
6
1
Friday Thoughts
Warsh + 1 Week / 3 Years on / What's next?
Jun 26
•
Paper Alfa
5
See all
Top posts
The Model Guide
Oct 31, 2023
•
Paper Alfa
23
11
1
On Technical Analysis ...
Aug 6, 2023
•
Paper Alfa
22
1
1
Risk Markers
Mar 5, 2024
•
Paper Alfa
21
4
Paper Alfa's 2024
Dec 26, 2023
•
Paper Alfa
19
1
Cross-Currency Basis
Nov 6, 2023
•
Paper Alfa
54
3
2
Charts
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Friday Thoughts
Macro Tremors / Macro FX Trade Corner
Jul 3
•
Paper Alfa
5
Macro FX Trade Corner
New Trades for July
Jul 3
•
Paper Alfa
3
Friday Thoughts
Warsh + 1 Week / 3 Years on / What's next?
Jun 26
•
Paper Alfa
5
Friday Thoughts
Trading on the Road / Review of the Macro Week
Jun 12
•
Paper Alfa
5
Thought Pieces
View all
Attack the Week (ATW)
America at 250 / Calendar / Dashboard Summary / Macro FX / Asset Allocation Update
Jul 5
•
Paper Alfa
5
2
Friday Thoughts
Macro Tremors / Macro FX Trade Corner
Jul 3
•
Paper Alfa
5
Macro FX Trade Corner
New Trades for July
Jul 3
•
Paper Alfa
3
From Alan Greenspan to Kevin Warsh
On Monetary Philosophy, Market Discipline, and the Return of Uncertainty
Jul 1
•
Paper Alfa
6
Education
View all
Macro FX Trade Corner
New Trades for July
Jul 3
•
Paper Alfa
3
From Alan Greenspan to Kevin Warsh
On Monetary Philosophy, Market Discipline, and the Return of Uncertainty
Jul 1
•
Paper Alfa
6
The Resilience Trap
Forces that held the world economy together are now its biggest fault line — reading the BIS's 2026 worry list
Jun 29
•
Paper Alfa
6
Friday Thoughts
Warsh reality / Macro week in review
Jun 19
•
Paper Alfa
4
1
PAMB
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Macro Book
Portfolio Construction
Apr 30, 2024
•
Paper Alfa
11
1
Macrobook
Risk: Risk Units & Fixed Income Sizing
Feb 14, 2024
•
Paper Alfa
7
Macrobook
Risk: Position Sizing / Game Simulations / Kelly Criterion
Jan 23, 2024
•
Paper Alfa
9
8
1
Macro Book
Risk: Measuring Risk
Jan 10, 2024
•
Paper Alfa
14
1
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