Charts

Friday Thoughts

Macro Tremors / Macro FX Trade Corner

Jul 3 • Paper Alfa

Macro FX Trade Corner

New Trades for July

Jul 3 • Paper Alfa

Friday Thoughts

Warsh + 1 Week / 3 Years on / What's next?

Jun 26 • Paper Alfa

Friday Thoughts

Trading on the Road / Review of the Macro Week

Jun 12 • Paper Alfa

June Trade Corner

Jun 9 • Paper Alfa

Friday Thoughts

On the Road / Macro Framework / New PA-GlobalMacro tools

Jun 5 • Paper Alfa

Friday Thoughts

What is Gold telling us?

May 29 • Paper Alfa

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

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts