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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
Substack
PricingOnly free issues
PublishesWeeklyIssues152
SubscribersRead themacrocompass.substack.com

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#112
Substack
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Here Are My Top Macro Ideas

Hi everybody, Alf here - welcome back to The Macro Compass!

2 months ago
86
3

Bond Market Rally Next?

Hi everyone, Alf here - welcome back to The Macro Compass!

2 months ago
88
4

How To Prepare For Tariff Day

Next week will be crucial for markets as Trump is set to announce (or disappointingly not announce) tariffs.

3 months ago
75
11

What To Buy For A Macro Portfolio In 2025

Good morning, this is Alf - welcome back to The Macro Compass!

3 months ago
96
3

Authors

The writers behind this newsletter.

  • Alfonso 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 to step up your macro game. Former Head of a $20 billion Investment Portfolio.

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