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Friday Thoughts
On the Road / Macro Framework / New PA-GlobalMacro tools
21 hrs ago
•
Paper Alfa
3
May 2026
Sunday Thoughts
Anti-AI / Weekly Calendar / Dashboard Scan / Asset Allocation Update
May 31
•
Paper Alfa
5
Friday Thoughts
What is Gold telling us?
May 29
•
Paper Alfa
6
2
1
Where Time Stops Rhyming
Equities are replaying 1998. Rates and the Dollar are not (yet)
May 26
•
Paper Alfa
6
2
Attack the Week (ATW)
Hot Macro Views / Calendar / Dashboard Stories / Asset Allocation Update
May 25
•
Paper Alfa
4
1
Friday Thoughts
Current Thoughts / FX Vol too cheap / Long Weekend ahead
May 22
•
Paper Alfa
3
Macro FX Trade Corner
3 New FX Trades
May 18
•
Paper Alfa
7
Attack the Week (ATW)
Fed Chair Transition History / Weekly Calendar / Asset Allocation Model Update
May 17
•
Paper Alfa
5
Late Friday Thoughts
Thoughts from the Hills / Bond yield breakouts
May 16
•
Paper Alfa
7
2
If PTJ were 33 again today, what would he do?
On role models, risk, and the light you follow when markets change
May 14
•
Paper Alfa
3
The Return of Structural Inflation?
Why the market underestimates the emergence of a structurally different inflation regime
May 12
•
Paper Alfa
8
Attack the Week (ATW)
Bubble-Talk is Cheap / Weekly Calendar / Dashboard Scan / Asset Allocation Model Update
May 11
•
Paper Alfa
6
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