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 | 668 | Founded | 4 years ago | Last Issue | 4 days ago |
| Active | |||||
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paperalfa.comLatest Issues
The Investor in the Mirror
I keep on saying that investing is a long and hard journey into yourself. Well, this post is going deep into that very subject. Psychology. The unspoken edge. The thing nobody wants to talk about at a dinner party or in a pitch to investors...
Pre-CPI Thoughts
Markets have embraced the disinflation narrative. But inflation isn't disappearing — it may simply be changing its source
If there is one thing markets dislike, it is uncertainty. They much prefer a neat narrative. Right now, that narrativ...
Attack the Week (ATW)
On Purpose / Calendar / FX Book Update / Dashboard Analysis / PAAM Asset Allocation
Sunday Thoughts
Friday Thoughts
Of Correlation and Volatility Spikes / Macro Thoughts on Rates
I hope you all had an enjoyable week. I mean, it had a bit of everything for everyone. Some epic football (soccer) matches followed by another war intermezzo mid-week. It’s Jul...
Goodbye Starmer, what happens now?
A country at a crossroads between renewal, fiscal fantasy and the discipline of gilts
The United Kingdom has a talent for political theatre, but over the past decade, the theatre has increasingly started to look like a farce. Prime ministe...
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Authors
The writers behind this newsletter.
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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