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Attack the Week (ATW)
Bubbles & Credit / Weekly Calendar / Chart Setups / Allocation Model Update
Oct 26
•
Paper Alfa
5
2
Attack the Week (ATW)
Confidence / Pyrrhic Victories / Calendar / Charts / Allocation Update
Oct 19
•
Paper Alfa
3
Attack the Week (ATW)
Anti-Certainty & Weekend Shenanigans
Oct 13
•
Paper Alfa
3
Attack the Week (ATW)
Thoughts of Value / Calendar / Allocation Update
Oct 5
•
Paper Alfa
6
Attack the Half-Week (ATHW)
Questions for Q4
Sep 30
•
Paper Alfa
1
Attack the Week (ATW)
666 to 6666 / 3rd Fed Mandate / Charts / Asset Allocation Output
Sep 21
•
Paper Alfa
4
Attack the Week (ATW)
Experiences, Analogues and another Fed cutting cycle
Sep 14
•
Paper Alfa
11
Attack the Week (ATW)
Post-NFP Thoughts / Decline of the West / Charts
Sep 7
•
Paper Alfa
6
Attack the Week (ATW)
Seasonality & The Return of Volatility
Sep 1
•
Paper Alfa
10
Attack the Week (ATW)
Jay, Ueda & September Vibes
Aug 24
•
Paper Alfa
3
Attack the Week (ATW)
Fantasy Football, Politics & Jackson Hole
Aug 17
•
Paper Alfa
7
Attack the Week (ATW)
AI, Jobs & the Future / Trump-Putin meeting
Aug 10
•
Paper Alfa
7
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