3-Circle Investments by The Bear Traps Report
by Craig Shapiroin 💰 Finance
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3-Circle Investments by The Bear Traps Report
About the Substack
A newsletter that searches for the truth in financial markets and understands how narratives can help shape investment decisions.
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- Occasional public posts
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- Subscriber-only posts and full archive
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About Craig Shapiro
The Alethea Narrative is run by Craig Shapiro, a Cross Asset Macro Portfolio Manager with 20+ years experience combining bottoms up industry and company fundamental analysis with a top down macro framework.
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