Paper Alfa - Macro & More | Substack

Thought Pieces

New Top Community

Nov 24

Nov 22

Nov 16

Nov 11

1st Anniversary

Nov 1

Obsession for many, reality for a few

Oct 17

What to look out for and what the indicators are currently saying ...

Oct 4

Looking at what some chosen indicators are telling us so far

Oct 3

First Quarter Completed

Sep 30

Another bond allocation model, back-tested

Sep 28

New York Round of Views

Sep 18

Sep 8

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts