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Attack the Week (ATW)
Unnerving Calm / Weekly Calendar / Macro FX Spreadsheet / Asset Allocation Update
12 hrs ago
•
Paper Alfa
4
Friday Thoughts
Warsh reality / Macro week in review
Jun 19
•
Paper Alfa
3
1
The Way of the Yen
Game Time
Jun 15
•
Paper Alfa
6
Attack the Week (ATW)
Art & Markets / FX Spreadsheet / Weekly Calendar / Dashboard Scan / Allocation Model
Jun 14
•
Paper Alfa
4
Friday Thoughts
Trading on the Road / Review of the Macro Week
Jun 12
•
Paper Alfa
5
Macro FX
June Trade Corner
Jun 9
•
Paper Alfa
4
Attack the Week (ATW)
What follows Friday's bloodbath? / Calendar / Dashboard Analysis / Model Update
Jun 7
•
Paper Alfa
3
Friday Thoughts
On the Road / Macro Framework / New PA-GlobalMacro tools
Jun 5
•
Paper Alfa
3
May 2026
Sunday Thoughts
Anti-AI / Weekly Calendar / Dashboard Scan / Asset Allocation Update
May 31
•
Paper Alfa
5
Friday Thoughts
What is Gold telling us?
May 29
•
Paper Alfa
6
2
1
Where Time Stops Rhyming
Equities are replaying 1998. Rates and the Dollar are not (yet)
May 26
•
Paper Alfa
6
2
Attack the Week (ATW)
Hot Macro Views / Calendar / Dashboard Stories / Asset Allocation Update
May 25
•
Paper Alfa
4
1
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