Charts

Friday Thoughts

Current Thoughts / FX Vol too cheap / Long Weekend ahead

May 22 • Paper Alfa

Macro FX Trade Corner

3 New FX Trades

May 18 • Paper Alfa

Late Friday Thoughts

Thoughts from the Hills / Bond yield breakouts

May 16 • Paper Alfa

Friday Thoughts

Are Equities the Dominant trade? / +13% YTD / Central Bank Meeting Implications

May 1 • Paper Alfa

Friday Thoughts

Boring Non-Equilibrium / Warsh Signals / Market Observations / New Dashboard Feature

Apr 24 • Paper Alfa

Dashboard / Charts & Signal Update

What Comes Next?

Apr 18 • Paper Alfa

Macro Dashboard Update

Epic Equity Squeeze / Global Macro Dashboard

Apr 14 • Paper Alfa

PAAM Asset Allocation / Dashbaord Update

Taco or Something else? New dedicated model site pa-globalmacro.com

Apr 7 • Paper Alfa

Friday Thoughts / Macro Dashboard

New Site for Technical Models / Thoughts / Dashboard

Apr 3 • Paper Alfa

Global Macro Dashboard Update

Q1 is done and dusted

Mar 31 • Paper Alfa

Global Macro Dashboard + Chartbook

Equity / ETF / Sector / Stocks / FX / Rates / Commodities / Crypto

Mar 28 • Paper Alfa

Friday Thoughts

Taco Fatigue? How should Central Banks react? Chart Thoughts

Mar 27 • Paper Alfa

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