AP Research
An independent cross-asset platform focused on global macro and thematic investing, translating market developments into actionable positioning and asset allocation ideas.
“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