Craig Shapiro | Substack

Craig Shapiro

@thealetheanarrative

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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.

1.5K+ subscribers

3-Circle Investments by The Bear Traps Report

3-Circle Investments by The Bear Traps Report

By Craig Shapiro

A newsletter that searches for the truth in financial markets and understands how narratives can help shape investment decisions.

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