AP Research
Global macro and multi-asset thematics, grounded in active capital allocation. We map the trends driving markets and translate them into tradeable frameworks.
“Smart guys talking about contemporary macro, micro, stocks, bonds and commodities selectively when they are worth about, not just because they exist. ”...”
Alyosha, market vibes
“Just a great general newsletter with market overviews, macro thoughts, and tactical trades. I read every post.”...”
Alex Corrino, Mind The Tape