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From the Iron Lady to the Porcelain Mister
Part 1
Nov 4
•
Paper Alfa
3
Attack the Week (ATW)
3 Year Anniversary / Ultracrepidarian / Calendar & More
Nov 2
•
Paper Alfa
3
October 2025
Friday Chart Book
Fed tempers mood / Central Bank Week / 250+ Chart Updates
Oct 31
•
Paper Alfa
4
Into the FOMC
Volatility lows / Equity Highs / What can go wrong?
Oct 28
•
Paper Alfa
5
Attack the Week (ATW)
Bubbles & Credit / Weekly Calendar / Chart Setups / Allocation Model Update
Oct 26
•
Paper Alfa
5
2
Friday Chart Book
Gold / Equity Momentum / 250+ Chart Updates
Oct 24
•
Paper Alfa
2
What's next for Lumber
Part 2
Oct 22
•
Paper Alfa
Kazuo Ueda vs Takaichi Sanae
Who will yield the Katana?
Oct 20
•
Paper Alfa
2
Attack the Week (ATW)
Confidence / Pyrrhic Victories / Calendar / Charts / Allocation Update
Oct 19
•
Paper Alfa
3
Friday Chart Book
Credit Worries / Contagion / Full Chart Book
Oct 17
•
Paper Alfa
1
Attack the Week (ATW)
Anti-Certainty & Weekend Shenanigans
Oct 13
•
Paper Alfa
3
The Changing Macro
Part One
Oct 13
•
Paper Alfa
7
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