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Friday Thoughts
What is Gold telling us?
May 29
•
Paper Alfa
6
2
1
Where Time Stops Rhyming
Equities are replaying 1998. Rates and the Dollar are not (yet)
May 26
•
Paper Alfa
6
2
Friday Thoughts
Current Thoughts / FX Vol too cheap / Long Weekend ahead
May 22
•
Paper Alfa
3
Macro FX Trade Corner
3 New FX Trades
May 18
•
Paper Alfa
7
Late Friday Thoughts
Thoughts from the Hills / Bond yield breakouts
May 16
•
Paper Alfa
7
2
The Return of Structural Inflation?
Why the market underestimates the emergence of a structurally different inflation regime
May 12
•
Paper Alfa
8
Friday Thoughts
Notes from the Road / Week in Review
May 8
•
Paper Alfa
7
Macro FX Trade Corner
3 Trade Ideas
May 7
•
Paper Alfa
8
Macro FX Trade Corner
One New Trade
May 5
•
Paper Alfa
7
Friday Thoughts
Are Equities the Dominant trade? / +13% YTD / Central Bank Meeting Implications
May 1
•
Paper Alfa
4
Macro FX - Trade Corner Update
7 New Trades lined up
Apr 27
•
Paper Alfa
9
Friday Thoughts
Boring Non-Equilibrium / Warsh Signals / Market Observations / New Dashboard Feature
Apr 24
•
Paper Alfa
4
1
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