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Friday Thoughts
Taco Fatigue? How should Central Banks react? Chart Thoughts
2 hrs ago
•
Paper Alfa
5
1
Macro Dashboard Update
New Signs are Emerging
Mar 25
•
Paper Alfa
5
Macro Dashboard Upate
Taco Time / Dashboard Upgrades
Mar 23
•
Paper Alfa
7
Macro Dashboard + Chart Book
Indices - Stocks - ETFs - Sectors - Rates - FX - Commodities - Crypto
Mar 21
•
Paper Alfa
6
Chart Book & Dashboard (New)
Charts & Dashboard for the Weekend
Mar 14
•
Paper Alfa
7
8
Friday Thoughts
Week 2 of War / Observations & 3 Trade Ideas
Mar 12
•
Paper Alfa
4
Chart Book
Full 250+ Charts across Global Macro Markets
Mar 7
•
Paper Alfa
3
Friday Thoughts
A Week for the Memories / 2022 Redux? / Where are the Opportunities?
Mar 5
•
Paper Alfa
6
Friday Thoughts
AI's next act / 2026 portfolio +9.4% YTD / Macro Data & Central Banks
Feb 26
•
Paper Alfa
3
Friday Chart Book
Rotation & Curves / Macro Week in Review / 250+ Chart Updates
Feb 20
•
Paper Alfa
8
1
Friday Chart Book
Macro Observation Deck / Week in Review / 250+ Chart Updates
Feb 13
•
Paper Alfa
3
Friday Chart Book
De-Risking / Central Bank Week / 250+ Chart Updates
Feb 6
•
Paper Alfa
5
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