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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
Attack the Week (ATW)
Narratives & Trades / Tariff-Man is Back
Aug 3
•
Paper Alfa
8
4
Attack the Week (ATW)
EU trade deal / Hedge-Fund-Like Trade Ideas & More
Jul 26
•
Paper Alfa
4
Attack the Week (ATW)
Flags, Tariffs and Macro Forces
Jul 20
•
Paper Alfa
4
Attack the Week (ATW)
Upside Down Vision
Jul 14
•
Paper Alfa
6
Attack the Week (ATW)
When Intuition Hits
Jul 6
•
Paper Alfa
3
Attack the Week (ATW)
Ready for the Second Half
Jun 30
•
Paper Alfa
3
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