Substack macrocompass alf
WebThe Macro Compass leverages Alf’s experience running large pools of institutional money and offers financial education, unique macroeconomic insights, and actionable … Web53 min Episode #82: Alfonoso Peccatiello on Real Yields, Macro Environment & how to make sense of it all Confessions Of A Market Maker Investing Former head of fixed income portfolio management at ING Deutchland; That’s a 20 billion investment portfolio.
Substack macrocompass alf
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Web2 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 … Web24 Jun 2012 · I block miserable people.
Web27 Jul 2024 · The Macro Compass 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 The Macro Compass, by Alfonso... 10 29 664 Alf @MacroAlf The Macro Compass is now up to 75,000+ subs. WebThe Macro Compass 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 The Macro Compass, by Alfonso Pec… http://TheMacroCompass.substack.com • • • Missing some Tweet in this thread? You can try to force a refresh Tweet Email
WebA single application for accessing and managing all research in a compliance approved environment. Compliance We provide a segregated environment with a compliance controlled library and internal monitoring tools. Business Management Reporting tools for usage vs. cost analysis to support efficient allocation of a research budget. Contact us WebTactical 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 …
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 …
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 … temporal arteritis emergency medicineWeb20 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 ... trends footwear kidsWeb10 Jan 2024 · An extremely painful process that inflicts large losses to 2 generations of people that have lived and prospered through the wealth illusion effect. The … trends footwear near meWebWhen 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… trends for 12 year old girls 2023Web31 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 can’t directly spend them in activities boosting nominal growth. But it can use them to purchase other financial assets. 21/. 2. trends footwear womenWeb3 Dec 2024 · The Macro Compass is a 4-quadrants asset allocation tool, which uses two main inputs: the global credit impulse and the relative monetary policy stance. The global … trends for centsWeb18 May 2024 · Alf @MacroAlf · 5m Tomorrow on TheMacroCompass.substack.com we are going to deep-dive into investment opportunities & risk management in this tricky environment and I'll share with you more tools to navigate markets. Consider subscribing so you'll receive the piece in your inbox. It's free! 11/11 themacrocompass.substack.com The … trends footwear