AP Research
Global macro and multi-asset thematics, grounded in active capital allocation. We map the trends driving markets and translate them into tradeable frameworks.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 661 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||
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alphapicks.co.ukLatest Issues
Maradona Theory
Credible hawkishness makes the next hike less necessary.
Really, this week was all about macro: CPI and Kevin Warsh’s two-day testimony. With one behind us and one at half-time, we thought it best to step back from our incoming primer on e...
Calmer Indices, Wilder Stocks
A weekly look at what matters and how to trade it. (July 13th)
SUMMARY:
London Calling
The case for selective UK-listed equities as M&A activity accelerates.
There are few cleaner signals that a market is cheap than when outsiders start buying it.
Not Such a Hawkish Path
A weekly look at what matters and how to trade it. (July 6th)
The market still managed to rise, but the character of the rally is far different.
In Hock to the Bond Market
Welcome, Andy.
This article is co-written alongside Michael Brown, market strategist and frequent media commentator.
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|---|---|---|---|---|---|
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Authors
The writers behind this newsletter.
AP Research is an independent cross-asset platform focused on global macro and thematic investing, translating market developments into actionable positioning and asset allocation ideas, expressed both in research and in our own capital.
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