The Macro Compass
Alfonso Peccatiello (Alf)Financial education, macro insights & actionable investment ideas. From Alf's desk - Founder & CEO of The Macro Compass - straight to your inbox.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 164 | Founded | 5 years ago | Last Issue | 4 months ago |
| Active | |||||
Read this Newsletter
themacrocompass.substack.comLatest Issues
All You Need To Know About Warsh
Hi, this is Alf - welcome back to The Macro Compass!
Before we start: are you a hedge fund allocator and you want to receive updates about my macro fund Palinuro Capital?
Fill in your details here.
And now, to today’s macro research piec...
May The Odds Be Ever In Your Favor
Hi everyone, and welcome back to The Macro Compass!
‘’I compile statistics on my traders. My best trader makes money only 63 percent of the time. Most traders make money only in the 50 to 55 percent range. That means you’re going to be wro...
The Best Assets You Don't (But Should) Own in 2026
I am not long enough. You are not long enough.
The global real-economy money printer is going to run very hot in 2026.
The more spendable money global economies print, the higher the nominal growth impulse we are going to get.
Central Ba...
Supreme Court vs Tariffs: A Guide
Warren Buffett once said that the most important investment you can make is in yourself. I can’t agree more.
The financial industry is full of jargon, opacity and ivory-tower attitude which prevents practicioners from scaling up their know...
Run It Cold Now, Run It Hot Later
Hi everyone - this is Alf.
I hope you’re having a great day.
My macro models have been suggesting a bi-modal framework to approach markets for the near future: Run It Cold Now (growth < expectations, and dovish Fed) and Run It Hot...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for The Macro Compass.
| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
SEO Reach
Where The Macro Compass ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 131 | Monthly Search Traffic | Top Keywords |
|---|
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.
Social
Frequently Asked Questions
How can I access the email archive for The Macro Compass?
You can find recent issues that have been published by The Macro Compass on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does The Macro Compass have?
To see how many people subscribe to The Macro Compass, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in The Macro Compass?
Newsletter advertising can be extremely effective when it's done right. Before you pitch The Macro Compass as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like The Macro Compass?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact The Macro Compass using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to The Macro Compass?
Scroll up to where it says Related Newsletters to see other publications like The Macro Compass. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact The Macro Compass?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.