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The World's Debt
Stephen Miran the Trojan Horse
4 hrs ago
•
Paper Alfa
1
Trade Corner
New FX Macro Trades for September
Sep 2
•
Paper Alfa
3
Attack the Week (ATW)
Seasonality & The Return of Volatility
Sep 1
•
Paper Alfa
9
August 2025
Friday Chart Book
Real Rates / Curve Narratives / Fed Pressure and French Politics
Aug 29
•
Paper Alfa
9
Mid-Week Thoughts
What's Cooking?
Aug 26
•
Paper Alfa
3
Attack the Week (ATW)
Jay, Ueda & September Vibes
Aug 24
•
Paper Alfa
3
Friday Chart Book
Jackson Hole Takes / Geopolitics & Charts
Aug 22
•
Paper Alfa
2
Walking in Powell's Shoes
AI Retracement / Powell on the Mic
Aug 21
•
Paper Alfa
6
4
Attack the Week (ATW)
Fantasy Football, Politics & Jackson Hole
Aug 17
•
Paper Alfa
7
Friday Chart Book
Risk Parity / Gold re-valuation / Alaska Party
Aug 15
•
Paper Alfa
5
Trade Corner / Ahead of CPI
My Expectation + Few Macro Trades
Aug 11
•
Paper Alfa
4
2
Attack the Week (ATW)
AI, Jobs & the Future / Trump-Putin meeting
Aug 10
•
Paper Alfa
7
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