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Friday Thoughts
Are Real Rates attractive? / Macro Charts Study / Macro Week in Review
Aug 14
•
PA - Global Macro
2
Friday Thoughts
Giving Thanks / Upside Option Chasing / Yen Valuation - Technicals
Aug 7
•
PA - Global Macro
3
Friday Thoughts
Warsh-ed / Capitulation nearing ? / Macro Reflections
Jul 31
•
PA - Global Macro
1
1
Friday Thoughts
Of Correlation and Volatility Spikes / Macro Thoughts on Rates
Jul 10
•
PA - Global Macro
4
Friday Thoughts
Macro Tremors / Macro FX Trade Corner
Jul 3
•
PA - Global Macro
5
Macro FX Trade Corner
New Trades for July
Jul 3
•
PA - Global Macro
3
Friday Thoughts
Warsh + 1 Week / 3 Years on / What's next?
Jun 26
•
PA - Global Macro
5
Friday Thoughts
Trading on the Road / Review of the Macro Week
Jun 12
•
PA - Global Macro
5
Macro FX
June Trade Corner
Jun 9
•
PA - Global Macro
4
Friday Thoughts
On the Road / Macro Framework / New PA-GlobalMacro tools
Jun 5
•
PA - Global Macro
3
Friday Thoughts
What is Gold telling us?
May 29
•
PA - Global Macro
6
2
1
Friday Thoughts
Current Thoughts / FX Vol too cheap / Long Weekend ahead
May 22
•
PA - Global Macro
3
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