Central Banks speak, Alf translates
Investing in 2022? It's like a mid-2018 flashback!
The macro framework you need to prepare your portfolio for 2022
Japan has all the answers you need
Gold: to have or not to have?
5 rules to not suck at this game
Money velocity hasn't fallen much: wait, what?
The reflationary trade is dead in the water
The 2020s are less similar to the 1940s than you think
Secular trends are back
The bond market is talking, and you'd better pay attention
The US Dollar is not going to zero
It's all about probabilities - what's priced in markets now?
All they told you about printing money is wrong - and here is why
My approach to tactical and long-term investing
Average inflation targeting, or maybe not
5% inflation in US and bonds rallying...wait, what?
Inflation - hyped or underestimated?
The Macro Compass is trying to send you a clear message
US unemployment rate and Fed tapering
The Macro Compass