Education

Hawks, Doves, and the Scent of Inflation

A Deep Dive into the ECB

Feb 2 • Paper Alfa

The Yen, the Vigilantes, and the Return of History

Ghosts of Abenomics and the Price of Defiance

Jan 27 • Paper Alfa

All Gates, All Barbarians

Geo-Everything and the Slow Death of Old Macro

Jan 26 • Paper Alfa

All Gates, All Barbarians

The Moment Force re-entered the Language of Order

Jan 19 • Paper Alfa

January: New Year, New Macro FX Trades

Jan 13 • Paper Alfa

All Gates, All Barbarians

From Caracas to Taipei to the Arctic: 2026 opens with permission structures breaking

Jan 5 • Paper Alfa

Paper Alfa's 2026

4 years of positive performance, what's next?

Dec 31, 2025 • Paper Alfa

Macro Visions for 2026

Dec 23, 2025 • Paper Alfa

Macro Visions for 2026

Dec 18, 2025 • Paper Alfa

Macro Visions for 2026

Dec 16, 2025 • Paper Alfa

Europe's Existential Drift

Dec 9, 2025 • Paper Alfa

The Japanese Dilemma

Dec 2, 2025 • Paper Alfa

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