Paper Alfa - Macro & More

Paper Alfa - Macro & More

Home
Podcast
Chat
Education
Charts
Thought Pieces
ATW
PAMB
Macroscope
Archive
About

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
Part III
Dec 23, 2025 • Paper Alfa
Macro Visions for 2026
Part II
Dec 18, 2025 • Paper Alfa
Europe's Existential Drift
Part 2
Dec 9, 2025 • Paper Alfa
The Japanese Dilemma
Part 3/3
Dec 2, 2025 • Paper Alfa
The Japanese Dilemma
Part 2/3
Dec 1, 2025 • Paper Alfa
The Japanese Dilemma
Part 1 / 3
Nov 29, 2025 • Paper Alfa
Europe's Existential Drift
Part 1
Nov 25, 2025 • Paper Alfa
The Changing Macro
Part Two
Nov 19, 2025 • Paper Alfa
From the Iron Lady to the Porcelain Mister
Part 2
Nov 13, 2025 • Paper Alfa
© 2026 Paper Alfa · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture