3-Circle Investments by The Alethea Narrative
Craig ShapiroA newsletter that searches for the truth in financial markets and understands how narratives can help shape investment decisions.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 109 | Subscribers | Read | thealetheanarrative.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Lens by Larry McDonald and Craig Shapiro
Please find the link below to a webinar I did yesterday with Larry McDonald at the Bear Traps Report where we discussed some current thoughts on what clients have been discussing in our institutional chat room this week. We discussed the el...
Sunday's Turning Point
Each week at The Bear Traps Report, we provide a summary report of our institutional client discussions as well as a look ahead to what we are thinking and seeing coming up. Below is a copy of this week’s first page. If you are interested i...
My Bear Traps Report Commentary Available in Substack Notes and Chat Feature
As I mentioned earlier in the week, I have started my role as a macro strategist for The Bear Traps Report, an incredible open source, mosaic research business delivering exclusive content to the buyside investing community by filtering thr...
Come Join Me At The Bear Traps Report
I am excited to announce that I have joined The Bear Traps Report as a macro strategist.
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Authors
The writers behind this newsletter.
The Alethea Narrative is run by Craig Shapiro, a Cross Asset Macro Portfolio Manager with 20+ years experience combining bottoms up industry and company fundamental analysis with a top down macro framework.
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