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Leadoff Morning Note

“Here’s Why Our Paradigm C Thesis Has Thousands Of 42 Macro Clients Outperforming The Market Again This Year”
May 6, 2025

Around the Horn

“Here’s What To Look For To Know If It Is Too Late To Position For Paradigm C”
May 17, 2025

Macro Scouting Report

“Here’s Why 42 Macro Clients Knew 1998 Would Be The Best Market Analog For 2025”
December 2024

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