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 | 640 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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paperalfa.comLatest Issues
If PTJ were 33 again today, what would he do?
On role models, risk, and the light you follow when markets change
I am sure many of you have listened and / or watched the recent interview with Paul Tudor Jones (PTJ). If not, find the full roughly hour-long interview below, which is fil...
The Return of Structural Inflation?
Why the market underestimates the emergence of a structurally different inflation regime
Amid the relative calm, I have been having a rare feeling of unease and excitement as I think about Tuesday’s US inflation print. While markets might...
Attack the Week (ATW)
Bubble-Talk is Cheap / Weekly Calendar / Dashboard Scan / Asset Allocation Model Update
Monday Thoughts
Friday Thoughts
Notes from the Road / Week in Review
I am travelling this weekend, so I will keep this brief here.
Macro FX Trade Corner
3 Trade Ideas
Currencies are no longer trading on economics alone. Across Asia, Europe and the United States, political intent, central-bank signalling and leadership transitions are beginning to matter just as much as inflation prints or...
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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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