Watch now (20 min) | Opposite forces are going to push and pull markets in opposite directions in 2023 - are you ready for macro risk management?
Thanks for the fun ride Alf! I’ve learned a lot. I’m retired now and living the fat life. As such, I’m really a long term investor rather than a trader, but the ideas you have presented have given me plenty to think about. Especially the risk management stuff!! I wish you well and I will always treasure your mama’s sourdough recipes. Thanks a million!
ciao Alfonso, la versione video è una bomba!
Spero che la manterrai anche per chi non si iscrive ai vari tier paid.
Hai mai pensato di fare informazione/formazione tramite video? hai delle competenze incredibili e faresti il bene di molti che vorrebbero uscire dall'ignoranza finanziaria ma, per un motivo o per l'altro, non riescono in autonomia.
Hi Alfonso, thanks a lot for the great article. I’m looking forward to hear more from you next year. Have a smooth ride to 2023!!
Awesome work! The VAMD looks amazing. I'm looking forward to 2023 and seeing more of your work.
I'm not sure if the colour coding on the US 1y1y real yield is correct as it's different than the colour coding of the other rate moves.
Thanks again Alf! Nice job on the Interactive Macro Tools too. I've been reading and listening to your work since June 4, 2021. You have earned not only the admiration of many but also the respect you deserve. Keep up the continuity. Happy New Year & Thank you again. - Chris
I am retired and fairly old, so I could not justify a subscription. My property taxes are not much more than lowest rate.
But I have enjoyed reading and will read what you send out.
You have a great New Year.
Dashboard looks very nice!
on a side note, your glasses suit you very well. Do you mind sharing the brand?
have a happy new year! Tom
Merry Christmas and Happy New Year 🥳
Greatly appreciate your content.
I want to let you know the video is not so mobile friendly to watch, when you share the screen the data is barely still visible (guess you recorded from a desktop). Also it doesn’t allow for pausing and continuing later.
I don’t care if you only send your messages out through smoke signals, I appreciate them anyway, but wanted to let you know since you’re growing the follower base!
This is great! Really looking forward to learning how to piece together a Macro outlook using the tools. 👍
Has there been any back testing of the long term ETF portfolio?
That looks promising Alf! …and a little bit overwhelming. As a non professional options trader and value investor I didn't notice the Macro environment too much. But as the macro volatility increased I had to got myself educated more and more … and really love to do the probability game in my head to understand the big picture.
I subscribed immediately once you launched the all round investor program because of the rational clarity with which you explain the environment up until now. Thank you for that.
I trust you to continue inform and educating us so we can take full responsibility for our Tactical marco trades. All the best for 2023!
Dear Alf, best of luck to your new phase. I will not join your paid subscription service but you deserve to have success
Thanks for another excellent piece.
You talk about a pendulum swinging between growth and inflation, which doesn't sound too bad.
I was afraid you were going to say between inflation and deflation, with little real growth over the long term.
I am greatly relieved.
Thank you for your service so far, but disn’t you tell us several times (when you first made your announcement to go paid ) that the newsletter would remain free? Did we misunderstand?
I want to congratulate you for your newsletters and new pay subscription. I already signed up as a long-term investor and reports are great. Portfolio allocations are interesting and agree with them given the current environment but i don't see and guidelines regarding Stop Losses or Take Profits, not very comfortable without Stop Losses. Are you going to add them in future reports? Or what are your recommendations?