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Alf

TheMacroCompass.substack.com
6 Followers
community-curated profile

My best macro insights & investment ideas are in my free newsletter The Macro Compass. Former Head of a $20bn Investment Portfolio, now Head of FinTwit Macro.

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Tweet Mar 9, 2023
Why this sudden meltdown in bank stocks? A couple of interesting theories and charts are doing the rounds, so let's have a look under the hood. A thread. 1/
by Alf
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Article Jan 10, 2022
The Macro EndGame
by Alf
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Tweet Nov 9, 2022
A very simple and yet effective chart. House prices plotted against mortgage rates. Look at that orange dot and draw your own conclusions. twitter.com/MacroAlf/status/1590387758010609664/photo/1
by Alf
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Tweet Nov 6, 2022
As Financial Twitter is all about hyping the latest news or market move, in macro-land people often tend to miss the forest for the trees. Let's take a step back and look at the big picture. Where are we in the long-term macro cycle? A thread. 1/
by Alf
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Tweet Nov 2, 2022
Massive Fed meeting, and huge market reaction. A thread that breaks down what happened, step by step. 1/
by Alf
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Tweet Sep 29, 2022
Something very important is going on in the pension fund industry. Why was the Bank of England forced to intervene as the lender of last resort? Is something going seriously wrong? A thread. 1/
by Alf
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Video Feb 16, 2022
Rouge Fund Manager Alf Peccatiello (Yield Curve Deep Dive, Recession Looming, "Money Printing")
by George Gammon and Alf
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