The Tri Polar World
Jay PeloskyWelcome 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 | 93 | Subscribers | Read | jaypelosky.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
TPW Joins Julia On a Global Cross Asset Market Tour
Enjoyed the chance to dig in for a full hour with Julia who asks great Qs
TPW Advisory Friday Musings: Reset Not Reversal
2k words, a 5 minute read or a 12 minute pod listen as we reflect on the global macro action and our recent model portfolio meeting.
TPW Advisory March Monthly: Continuation At Risk?
7400 words & 48 great charts from over 20 different research sources to determine whether the US attack on Iran will derail our global growth long cycle thesis. A 15 minute read or 20 min pod listen.
TPW Advisory March Monthly Exec Summary: Continuation At Risk?
We distill our 7400 word Monthly complete with a record 48 charts into a 2400 word Exec Summary, a 5 minute read. Full Monthly & pod coming shortly. TGIF for reals!
Authors
The writers behind this newsletter.
finance guy
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