Thought Pieces

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

Reflections for the Year Ahead

The past is a closed book and the future is an unwritten page

Dec 29, 2025 • Paper Alfa

Macro Visions for 2026

Dec 23, 2025 • Paper Alfa

Macro Visions for 2026

Dec 18, 2025 • Paper Alfa

Europe's Existential Drift

Dec 9, 2025 • Paper Alfa

The Japanese Dilemma

Dec 2, 2025 • Paper Alfa

The Japanese Dilemma

Dec 1, 2025 • Paper Alfa

The Japanese Dilemma

Nov 29, 2025 • Paper Alfa

Europe's Existential Drift

Nov 25, 2025 • Paper Alfa

The Changing Macro

Nov 19, 2025 • Paper Alfa

From the Iron Lady to the Porcelain Mister

Nov 13, 2025 • Paper Alfa

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