Archive - AlphaPicks

Top Trade Ideas - April 28th

Reprieves are cheap. Repair is expensive.

Apr 28 •

Global Primer Series: Cross Currency Basis

Understanding the systemic foundations of the cross-currency basis trade.

Apr 27 •

Gold Down, Silver Up

Reasons for a catch up in the precious metal space.

Apr 25 •

The Fog of Corporate Forecasting

Wall Street likes a good story, but it worships a confident narrator.

Apr 23 •

Top Trade Ideas - April 21st

Staying nimble in a regime where macro edges are fleeting.

Apr 21 •

Drawing The Line of Independence

Trump vs Powell.

Apr 20 •

High Fashion, Low Conviction

Why we're still sitting on our hands.

Apr 18 •

The Art of the Deal is LNG

Tariffs are the taxes of war. But not all wars are fought for conquest—some are fought for contracts.

Apr 16 •

and

Top Trade Ideas - April 14th

And now we do it all over again.

Apr 14 •

Word on the Street

Fed forecasts, BofA on EUR/USD and equity shopping list, GS macro landscape.

Apr 13 •

Tariff Trading: The State of Play

Takeaways from a manic week.

Apr 11 •

Duration Has Left the Building

What we are seeing may be the start of a further move. The long end no longer believes.

Apr 9 •

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