Welcome to the Tri Polar World on Substack, offering a unique take on global macro investing developed through 35+ years of day in and day out work at the coal face of global financial markets.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 134 | Founded | 2 years ago | Last Issue | 14 days ago |
| Active | |||||
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jaypelosky.substack.comLatest Issues
TPW Advisory October Monthly: 2027 Outlook: Squirreling Away The Upside
7k words & 41 charts & tables to lay out the future - never easy & especially challenging in the midst of a market fire storm! We do our best. A solid 20-30 minute read or 15 minute pod listen.
Fall has arrived in NYC: crisp mornings, nice...
TPW Advisory 2027 Outlook Exec Summary: Squirreling Away the Upside
It’s never easy to forecast the future but it’s especially challenging in the midst of a firestorm. We do our best. 2600 words - a 6 minute half time read.
Greetings my fellow citizens of The Tri Polar World!
TPW Advisory Friday Musings: The Black Cat Market
Amidst confusion, skepticism and superstition we tell a true story that we think serves as a good metaphor for today's global cross asset markets. 1900 words, a 5 minute half time read or 19 min pod.
Can I tell you a story? Over the past m...
TPW Talks Markets
Greetings my fellow citizens of The Tri Polar World! While it doesn’t feel bull run like this morning -its a great opportunity to stress test our POV as laid out during last week’s very good Q &A session.
While EM centric, we cover a lot o...
TPW Advisory Friday Musings: The “Nobody Knows Anything” Market
2k words on:”an unprecedented global earnings boom is being paired with a historically cheap global equity market. The definition of nobody knows anything.” A 5 min read or 16 min pod listen.
I wish I could say I came up with today’s title...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
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