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PA - Global Macro

Paper Alfa
Hundreds of paid subscribers

Exploring the world of macro through a practical and philosophical lens. The posts scan current macro narratives and aim to help educate readers on various subjects in a simple-to-read style.

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Substack
PricingOnly paid issuesPublishesDaily
Issues656Founded4 years agoLast Issue10 days ago
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Artwork for PA - Global Macro

Latest Issues

Attack the Week (ATW)

Unnerving Calm / Weekly Calendar / Macro FX Spreadsheet / Asset Allocation Update

Sunday Thoughts

10 days ago
8
Paid

Friday Thoughts

Warsh reality / Macro week in review

A glorious good morning to all of you. My travels conclude this weekend as I slowly ease back into modern life after spending some valuable time in the wilderness. My internet connection was patchy at t...

12 days ago
4
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The Way of the Yen

Game Time

Heraclitus[1] firmly believes that language, when used well, is perfectly capable of representing reality. Yet reality, often (even in Heraclitus’s time), can be far more subtle and inconsistent than one might initially think. Ho...

16 days ago
6
Paid

Attack the Week (ATW)

Art & Markets / FX Spreadsheet / Weekly Calendar / Dashboard Scan / Allocation Model

Sunday Thoughts

17 days ago
4
Paid

Friday Thoughts

Trading on the Road / Review of the Macro Week

I have been checking in only a couple of times a day over the past week, and it seems I haven’t missed much. We have seen the ECB hike rates (see Macro D’s section and interpretation). Of cour...

19 days ago
5
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  • Paper Alfa

    Macro Investor and Observer. Creator of Paper Alfa - Macro & More. Life-long learner. My views only. Crystallising paper gains & losses for decades.

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