Archive - PA - Global Macro

Macro Dashboard Upate

Taco Time / Dashboard Upgrades

12 hrs ago • Paper Alfa

Attack the Week (ATW)

Be more like Chuck Norris / Higher Oil = Recession? / Charts / Asset Allocation Update

Mar 22 • Paper Alfa

Macro Dashboard + Chart Book

Indices - Stocks - ETFs - Sectors - Rates - FX - Commodities - Crypto

Mar 21 • Paper Alfa

Friday Thoughts

The "Trade after the Trade" / Central Bank Reaction Functions

Mar 20 • Paper Alfa

Quick Thoughts / Chart Dashboard Update

Pre-Central Bank State of Markets

Mar 17 • Paper Alfa

All Gates, All Barbarians

Power, Arrogance, and the End of Europe’s Illusions

Mar 16 • Paper Alfa

Attack the Week (ATW)

Shock Dynamics / Weekly Calendar / Chart Dashboard / Asset Allocation Model

Mar 15 • Paper Alfa

Chart Book & Dashboard (New)

Charts & Dashboard for the Weekend

Mar 14 • Paper Alfa

Friday Thoughts

Week 2 of War / Observations & 3 Trade Ideas

Mar 12 • Paper Alfa

Mar 10 • Paper Alfa

From Hormuz to America’s Monetary Fantasies

A narrow strip of water, a repricing of risk, and a reminder that time horizon is the trade

Mar 9 • Paper Alfa

Attack the Week (ATW)

What comes after Week 1 - Scenario Analysis / Calendar / Charts / Allocation Update

Mar 8 • Paper Alfa

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