Thought Pieces

When Machines Replace the Thinkers

Four frameworks, a physical constraint model, and the trades that follow

5 hrs ago • Paper Alfa

Friday Thoughts

7k came quickly / Mapping the SPX ahead / Macro D Thoughts

Apr 17 • Paper Alfa

All Gates, All Barbarians

When Opportunity and Danger Become Indistinguishable

Apr 15 • Paper Alfa

Macro Dashboard Update

Epic Equity Squeeze / Global Macro Dashboard

Apr 14 • Paper Alfa

Friday Thoughts

Life after the Truce / New YTD Highs / How Fed thinks about Inflation

Apr 10 • Paper Alfa

Between the Short and the Long term

A month into war, the market’s confidence keeps changing faster than the facts

Apr 9 • Paper Alfa

PAAM Asset Allocation / Dashbaord Update

Taco or Something else? New dedicated model site pa-globalmacro.com

Apr 7 • Paper Alfa

Friday Thoughts / Macro Dashboard

New Site for Technical Models / Thoughts / Dashboard

Apr 3 • Paper Alfa

Macro FX Trade Corner

Apr 1 • Paper Alfa

In the balance, between Ueda and Takaichi

Cherry Blossoms, Bond Yields, and a Currency on a Knife-Edge

Mar 30 • Paper Alfa

Friday Thoughts

Taco Fatigue? How should Central Banks react? Chart Thoughts

Mar 27 • Paper Alfa

Friday Thoughts

The "Trade after the Trade" / Central Bank Reaction Functions

Mar 20 • Paper Alfa

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