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Regime Dashboard
Cross-asset allocation through the cycle
Aug 19
•
PA - Global Macro
6
2
When the Process Says "Go!"
The psychology of selective aggression in markets
Aug 17
•
PA - Global Macro
4
The Fantastic and Imaginary “Macro Genius”
A philosophy of decision, skill, and error in global macro trading
Aug 11
•
PA - Global Macro
4
1
Macro FX Trade Corner
August 2026
Aug 3
•
PA - Global Macro
4
A Walk Down STIR Lane
Carry, Taylor rules and mispricings across 7 curves ahead of the July meeting cluster
Jul 21
•
PA - Global Macro
3
Friday Thoughts
Bull Run Corrections / Self Mastery Series
Jul 17
•
PA - Global Macro
3
The Investor in the Mirror
Why mastering yourself—not the market—is the greatest edge you will ever have.
Jul 16
•
PA - Global Macro
8
Macro FX Trade Corner
New Trades for July
Jul 3
•
PA - Global Macro
3
From Alan Greenspan to Kevin Warsh
On Monetary Philosophy, Market Discipline, and the Return of Uncertainty
Jul 1
•
PA - Global Macro
6
The Resilience Trap
Forces that held the world economy together are now its biggest fault line — reading the BIS's 2026 worry list
Jun 29
•
PA - Global Macro
6
Friday Thoughts
Warsh reality / Macro week in review
Jun 19
•
PA - Global Macro
4
1
The Way of the Yen
Game Time
Jun 15
•
PA - Global Macro
6
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