Substack macrocompass alf
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 ... Web17 Jun 2024 · 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 …
Substack macrocompass alf
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WebClick 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, … Web11 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.
WebOn today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Warren Pies Founder of 3Fourteen Research for a discussion on what to expect as we head into 2024. Warren begins by walk... 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 …
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 … WebThe Macro Compass leverages Alf’s experience running large pools of institutional money and offers financial education, unique macroeconomic insights, and actionable …
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
WebJun 15, 2024 TMC #2: The Macro Compass is trying to send you a clear message — be careful with risk assets. If you follow me on Linkedin or Twitter, you will know I have … infinity skins mouseWebWhen 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… infinity sky bar cafe yelpWebTactical 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 … infinity skyline caseWeb29 Apr 2024 · S ince launching in 2024, Substack has been touting itself as a “ better future for news ”. Their offering was simple: email newsletters with an option for subscribers to pay monthly fees for ... infinity sky clubWebAlfonso Peccatiello is the author of the The Macro Compass newsletter and host of The Macro Trading Floor podcast. He is the former Head of Fixed Income Portfolio Management for ING Deutschland where he had over 20 billion euros of fixed income under management in the HQLA portfolio of the firm's Treasury Department. infinity sliding patio doors buffaloWeb2 Oct 2024 · Alf on Twitter: "If you liked this analysis, please consider subscribing to http://TheMacroCompass.substack.com. It's my FREE platform where I go the extra mile … infinity sky 歌詞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 … infinity slot drain