Archive - Paper Alfa - Macro & More

Attack the Week (ATW)

Confidence / Pyrrhic Victories / Calendar / Charts / Allocation Update

20 hrs ago •

Friday Chart Book

Credit Worries / Contagion / Full Chart Book

Oct 17 •

Attack the Week (ATW)

Anti-Certainty & Weekend Shenanigans

Oct 13 •

The Changing Macro

Oct 13 •

Friday Chart Book

Whack / Week in Review / Full Chart Update

Oct 11 •

France - What's Next?

At the mercy of the presumption of one man

Oct 9 •

Macro FX - October Outlook & Trades

Oct 9 •

September Macro FX Review

Oct 8 •

What's next for Lumber

Part 1 - The Basics

Oct 7 •

Attack the Week (ATW)

Thoughts of Value / Calendar / Allocation Update

Oct 5 •

Friday Chart Book

Tranquility to Fragility?

Oct 3 •

September 2025

Attack the Half-Week (ATHW)

Questions for Q4

Sep 30 •

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