The Macro Compass

The Macro Compass

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Sitemap - 2021 - The Macro Compass

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

© 2025 Alfonso Peccatiello (Alf)
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