Welcome to The Macro Compass

I am a passionate global macro investor keen to provide you with a 10.000 foot view of the macro and market landscape. All opinions in this newsletter are strictly my own. I do not represent my employer and this is not financial advice.

I want to share with you the tools I use to analyze our economic system and provide you with a coherent framework to assess the risk/return profile of different asset classes.

Small hints: Central Banks don’t print money and you’ve been paying a tax on your savings for years already - negative real interest rates.

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