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Hawks, Doves, and the Scent of Inflation
A Deep Dive into the ECB
Feb 2
•
Paper Alfa
2
Attack the Week (ATW)
Gold, Silver & History / Warsh Reality / Weekly Calendar / Charts / PAAM Model
Feb 1
•
Paper Alfa
7
January 2026
Friday Chart Book
Metals Consensus Check / Volatility Incoming / 250+ Chart Updates
Jan 30
•
Paper Alfa
6
The Yen, the Vigilantes, and the Return of History
Ghosts of Abenomics and the Price of Defiance
Jan 27
•
Paper Alfa
5
All Gates, All Barbarians
Geo-Everything and the Slow Death of Old Macro
Jan 26
•
Paper Alfa
3
2
Attack the Week (ATW)
Traitors & Faithfuls / USDJPY / Calendar / Charts / Allocation Update
Jan 25
•
Paper Alfa
7
Friday Chart Book
Davos Rupture / Market Thoughts / 250+ Global Macro Chart Book
Jan 23
•
Paper Alfa
4
All Gates, All Barbarians
The Moment Force re-entered the Language of Order
Jan 19
•
Paper Alfa
6
4
1
Attack the Week (ATW)
Multiplayer Systems / New Tariff Threats / Weekly Calendar / Charts / Allocation Update
Jan 18
•
Paper Alfa
3
Friday Chart Book
Geopolitical & Macro Observations / Silver speculation or shortage? / 250+ Chart Book
Jan 16
•
Paper Alfa
4
Trade Corner
January: New Year, New Macro FX Trades
Jan 13
•
Paper Alfa
4
Attack the Week (ATW)
Cycles & Complex Systems / Weekly Calendar / Charts / Asset Allocation Model
Jan 11
•
Paper Alfa
6
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