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.
Macro Investor and Observer. Creator of Paper Alfa - Macro & More. Life-long learner. My views only. Crystallising paper gains & losses for decades.
My personal work. This is not a solicit to sell or buy securities but my passion in talking & sharing about markets & market cycles. This is not financial advice in any way. All my work is proprietary & not for sale. I will not offer any of my codes.
Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.
Helping traders/investors master themselves. Writing about concepts and actionable thoughts that will make you more money. Collaborating with A.I. to help refine research.