HeyJaredThe Tri Polar World
Welcome to the Tri Polar World on Substack, offering a unique take on global macro investing developed through 35+ years of day in and day out work at the coal face of global financial markets.
- Indexed issues, last 90 days
- 14
- Latest publication
- Sep 29, 2026
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- Earliest in this view
- Jul 10, 2026
Latest issues
TPW Advisory Makes The Funny Pages! (opens the original)
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<img alt="image0.png" class="sizing-normal" height="971" src="https://substackcdn.com/image/fetch/$s_!OrhH!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe51d77a9-f0e9-4821-87cf-e9597d0540ae_15
TPW Advisory September Monthly: Transition Time (opens the original)
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Greetings my fellow citizens of The Tri Polar World! Fall has arrived here in NYC and boy it looks and feels like it. 58 degrees when I opened the door this morning, cloudy with rain showers & a stiff, cool breeze. No more 7 pm sunsets until next March – six long months away. The Summer to Fall transition makes for an easy title for today’s Monthly.There are lots of transitions taking place – some more important to us as investors than the weather – though one reckons an early cold snap up in Ma
TPW Advisory Sept Monthly Exec Summary: Transition Time (opens the original)
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Greetings my fellow citizens of The Tri Polar World!The change in seasons inspires today’s title. Transitions are also streaky and subject to mood swings – just like global cross asset markets this week. Its been write, revise, write, revise right up to now. TGIF!What has become clear- especially in historical terms - is the straight line from oil prices to UST bond yields and on to stocks. Chart 1 notes the tightest correlation in 35 years between the US 10 year yield and WTI while Chart 2 demo
TPW Advisory Friday Musings: Face Ripper Rally Ahead? (opens the original)
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Greetings, my fellow citizens of The Tri Polar World! It seems like a crazy title right? Just days after the first Fed rate hike in three years but hear me out. I think there is a pretty good chance that global stocks rally hard in the coming months and that the direction of travel for global equities is higher into Q4 and 2027.Underlying this near term bullishness is some medium and long term support. Regular readers know our TPW Spending Supercycle: all three regions, Asia, Europe & the Americ
TPW Advisory Friday Musings: Home On The (Trading) Range (opens the original)
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Greetings my fellow citizens of the Tri Polar World! Markets are moving at AI speed, pricing in the future faster than it can appear and causing a fair bit of agita for us market participants. What to make of it all?For us at TPW Advisory its more of the same – more of what we have been writing about for months now, namely more rapid, short & sharp asset price action, this time in the bond & commodity markets.The selloff in global DM sovereign bonds (and note it is indeed mainly in DM sovereign
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