Archive - PA - Global Macro

Macro FX Trade Corner

7 hrs ago • Paper Alfa

Macro FX Trade Corner

May 5 • Paper Alfa

Attack the Week (ATW)

Macro Thoughts / Weekly Calendar / Dashboard Summary / Allocation Update

May 3 • Paper Alfa

Friday Thoughts

Are Equities the Dominant trade? / +13% YTD / Central Bank Meeting Implications

May 1 • Paper Alfa

April 2026

Macro FX - Trade Corner Update

7 New Trades lined up

Apr 27 • Paper Alfa

Attack the Week (ATW)

Self-Mastery / Central Bank Week / Weekly Calendar / Asset Allocation Model Update

Apr 26 • Paper Alfa

Friday Thoughts

Boring Non-Equilibrium / Warsh Signals / Market Observations / New Dashboard Feature

Apr 24 • Paper Alfa

When Machines Replace the Thinkers

Four frameworks, a physical constraint model, and the trades that follow

Apr 20 • Paper Alfa

Attack the Week (ATW)

Look at the Stars / Weekly Calendar & Charts / PAAM Asset Allocation Model

Apr 19 • Paper Alfa

Dashboard / Charts & Signal Update

What Comes Next?

Apr 18 • Paper Alfa

Friday Thoughts

7k came quickly / Mapping the SPX ahead / Macro D Thoughts

Apr 17 • Paper Alfa

All Gates, All Barbarians

When Opportunity and Danger Become Indistinguishable

Apr 15 • Paper Alfa

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts