The Macro Compass

All You Need To Know About Warsh

Let's Look Into The New Fed Chair

Feb 10 • Alfonso Peccatiello (Alf)

149

18

11

January 2026

May The Odds Be Ever In Your Favor

A Guide To Sizing Macro Trades

Jan 19 • Alfonso Peccatiello (Alf)

129

8

5

November 2025

The Best Assets You Don't (But Should) Own in 2026

I Am Not Long Enough These Assets

Nov 30, 2025 • Alfonso Peccatiello (Alf)

246

28

32

October 2025

Supreme Court vs Tariffs: A Guide

We will soon find out if tariffs are unconstitutional

Oct 31, 2025 • Alfonso Peccatiello (Alf)

56

3

2

Run It Cold Now, Run It Hot Later

How To Invest In This Abnormal Economic Cycle

Oct 8, 2025 • Alfonso Peccatiello (Alf)

69

3

5

7:05

August 2025

May The Odds Be Ever In Your Favor

About sizing, stop losses and right-tail returns

Aug 25, 2025 • Alfonso Peccatiello (Alf)

71

6

2

18:32

Plumbing Risks Ahead

The US economy and markets might soon face a double negative whammy

Aug 13, 2025 • Alfonso Peccatiello (Alf)

50

10

2

5:53

July 2025

Policymaking Protest Assets (PPAs)

Time To Have A Deep Look At Your Portfolio

Jul 15, 2025 • Alfonso Peccatiello (Alf)

55

5

6

4:51

June 2025

Null Komma Null

It's Time For Some Macro Breakouts

Jun 18, 2025 • Alfonso Peccatiello (Alf)

64

5

4

6:51

May 2025

On The US Downgrade

Moody's downgraded the US: now what?

May 19, 2025 • Alfonso Peccatiello (Alf)

78

20

9

7:55

April 2025

How The Whales Could Dump More US Dollars

Trillions of USD Selling Flows Could Be Around The Corner

Apr 25, 2025 • Alfonso Peccatiello (Alf)

59

6

8

5:13

March 2025

The Macro Unicorn

Last Seen In 2008: Are You Ready For It?

Mar 31, 2025 • Alfonso Peccatiello (Alf)

90

6

5

7:17