PA - Global Macro
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.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 679 | Founded | 4 years ago | Last Issue | 3 days ago |
| Active | |||||
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paperalfa.comLatest Issues
Friday Thoughts
Giving Thanks / Upside Option Chasing / Yen Valuation - Technicals
First of all, many thanks to all my subscribers and those who have just recently joined the pack. I am not expecting to get Mr Burry’s following, but it certainly motivates...
The Great Currency Intervention
What next for the Yen?
The mighty Yen was approaching another breaking point when the currency market suddenly erupted. What followed was not simply another Japanese attempt to slow the decline, but a coordinated intervention carrying impl...
Macro FX Trade Corner
August 2026
Macro D’s fantastic run continued in July, delivering a solid +5.22% for the month and adding further momentum to an already impressive year.
Attack the Week (ATW)
Tremors of July / The Yen / Calendar / Dashboard Analysis / Asset Allocation / FX Book
Monday Thoughts
Friday Thoughts
Warsh-ed / Capitulation nearing ? / Macro Reflections
It is hard not to start with a reflection on the July FOMC. I have honestly never seen a worse performance by any central banker. And yes, this includes Lagarde, who I think has no righ...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Macro Investor and Observer. Creator of PA - Global Macro. Life-long learner. My views only. 2+ decades of institutional & HF experience. No investment advice.
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