Substack macrocompass alf

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August undefined, 2024

Web18 May 2024 · Alf @MacroAlf · 5m Tomorrow on TheMacroCompass.substack.com we are going to deep-dive into investment opportunities & risk management in this tricky environment and I'll share with you more tools to navigate markets. Consider subscribing so you'll receive the piece in your inbox. It's free! 11/11 themacrocompass.substack.com The … WebThe Market's Compass Technical View Substack The Market’s Compass Developed Markets Country ETF Study Week #429 The Market's Compass Mar 20 New Top …

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Web1-1 Access to Alf Regular Access via Email All-Round Investor Package Timely Actionable Macro Content Long-Term ETF Portfolio & Tactical Trade Ideas Interactive Macro Tools Monthly Q&A Zoom Call 50% Off on Macro Courses Contact us [email protected] [email protected] … Web25% Discount on Macro Courses. Get 25% off all our upcoming Macro Courses, where we will explore together the foundations of global macro and portfolio management. Unique … co je smtp

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WebSubstack’s simple system lets you publish to the web, email, and our app simultaneously so you can find new readers and always reach your existing audience. Create your Substack … WebAlfonso Peccatiello (Alf) Founder & CEO of The Macro Compass, a disruptive investment strategy firm whose mission is to bring you through a learning journey that will allow you … Web24 Jun 2012 · I block miserable people. co je snapdragon

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Web12 Mar 2024 · Planning to release frequent and deeper updates on http://TheMacroCompass.substack.com over the next few days. Consider paying a visit. 8/8 WebWhen the yield curve flattens and eventually inverts, you worry. But it’s when a recession hits, the Fed cuts rates and the curve steepens that you become s**t… tastatur umgestellt z ist yWebClick to read The Macro Compass, by Alfonso Peccatiello (Alf), a Substack publication with hundreds of thousands of readers. Financial education, macro insights & actionable … Full archive of all the posts from The Macro Compass. Jokes aside, the prospect of 4 hikes plus QT at the same time sounds all but gentle. … themacrocompass.substack.com. Copy link. Twitter. Facebook. Email. Jan 13, … tastatur umgestellt ü ist klammer

"WebTactical Market Report (1-2x/Week) Interactive Macro Tools. Tactical Trade Ideas. Q&A Zoom Call (Monthly) Sample Report - Tactical Market Report. Unique macro analysis and … " - Substack macrocompass alf

Substack macrocompass alf

The Macro Compass Alfonso Peccatiello (Alf) Substack - Sur.ly

Web27 Jul 2024 · The Macro Compass Financial education, macro insights & actionable investment ideas. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox. Click to read The Macro Compass, by Alfonso... 10 29 664 Alf @MacroAlf The Macro Compass is now up to 75,000+ subs. Web20 Oct 2024 · ‘‘Alf, everybody is still using the last 10-year framework - and they are wrong’’. Wow, this was quite the opening line from him. He tells me many investors are …

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Web31 Dec 2024 · Alf. @MacroAlf. ·. When that happens, the fund now owns less bonds (purple) but more deposits (red). These deposits are not real-economy money: the pension fund can’t directly spend them in activities boosting nominal growth. But it can use them to purchase other financial assets. 21/. 2. Web31 Dec 2024 · Alf. @MacroAlf. ·. When that happens, the fund now owns less bonds (purple) but more deposits (red). These deposits are not real-economy money: the pension fund …

Web3 Dec 2024 · The Macro Compass is a 4-quadrants asset allocation tool, which uses two main inputs: the global credit impulse and the relative monetary policy stance. The global … Web3 Dec 2024 · themacrocompass.substack.com The Macro Compass Financial education, macro insights & actionable investment ideas. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox. Click to read The Macro Compass, by Alfonso... 5 5 81 Gunner Stockholm @BobHous24678424 Dec 3, 2024 Replying to @MacroAlf …

Web3 Sep 2024 · The subscription newsletter platform Substack announced on Wednesday it had signed an exclusive deal with Salman Rushdie – but he is just the latest in a growing number of authors making the leap... Web20 Sep 2024 · Substack takes 10% of subscription earnings and payment company Stripe takes a further 3% with writers taking the rest. Writers charge around $5 a month (£3.66) or $50 a year for access to their ...

Web10 Jan 2024 · An extremely painful process that inflicts large losses to 2 generations of people that have lived and prospered through the wealth illusion effect. The …

WebSubscribe - TMC Choose the subscription tier that suits you the most below: ANNUALLY MONTHLY The Long-Term Investor € 399 /year Pay yearly, get 2 months FREE The TMC Report (Weekly) The Long-Term ETF Portfolio 25% Discount on Macro Courses Tactical Market Report (1-2x/Week) Interactive Macro Tools Tactical Trade Ideas Q&A Zoom Call … co je snimacWeb11 Apr 2024 · The Big Shifts in the Yield Curve. The yield curve is a crucial macro variable that informs us about borrowing conditions and market expectations for growth and inflation. Rapid changes in the yield curve at different stages of the economic cycle are essential to understanding and incorporating into your portfolio allocation process. tastatur umgestellt tastenkombinationWeb31 May 2024 · The Market's Compass. May 31, 2024. After an extended hiatus from charting the financial markets, The Market’s Compass has returned with publication of the Market’s Compass US Index and Sector ETF Study. It continues to highlight the technical changes of the 30 US ETFs that we track on a weekly basis and although over the past 1 ½ months ... tastatur umkehren