The Macro Compass
Alfonso Peccatiello (Alf)Financial education, macro insights & actionable investment ideas. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 145 | Subscribers | Read | themacrocompass.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Macro Clouds On The Horizon
The key macro event of 2024 is approaching: US elections are around the corner.
The Big Chinese Bazooka
The Chinese real estate market is de-leveraging very hard.
China Is Imploding
The news of the week is NOT the Fed cutting 50 bps - yes sure, that’s important but there is something much more relevant going on.
This is a True Regime Change
We are observing a true regime change in markets.
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Authors
The writers behind this newsletter.
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 to step up your macro game. Former Head of a $20 billion Investment Portfolio.
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