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Substack macrocompass alf

Web20 Sep 2024 · Substack takes 10% of subscription earnings and payment company Stripe takes a further 3% with writers taking the rest. Writers charge around $5 a month (£3.66) or $50 a year for access to their ... Web31 Dec 2024 · Alf. @MacroAlf. ·. When that happens, the fund now owns less bonds (purple) but more deposits (red). These deposits are not real-economy money: the pension fund can’t directly spend them in activities boosting nominal growth. But it can use them to purchase other financial assets. 21/. 2.

Alfonso Peccatiello - Founder & CEO - The Macro Compass

Web12 Mar 2024 · Planning to release frequent and deeper updates on http://TheMacroCompass.substack.com over the next few days. Consider paying a visit. 8/8 Web27 Jul 2024 · The Macro Compass Financial education, macro insights & actionable investment ideas. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox. Click to read The Macro Compass, by Alfonso... 10 29 664 Alf @MacroAlf The Macro Compass is now up to 75,000+ subs. how many hours is 127 days https://crowleyconstruction.net

$20 BILLION Portfolio Manager Exposes HUGE Macro Trends Macro Alf

WebOn today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Warren Pies Founder of 3Fourteen Research for a discussion on what to expect as we head into 2024. Warren begins by walk... Web31 May 2024 · The Market's Compass. May 31, 2024. After an extended hiatus from charting the financial markets, The Market’s Compass has returned with publication of the Market’s Compass US Index and Sector ETF Study. It continues to highlight the technical changes of the 30 US ETFs that we track on a weekly basis and although over the past 1 ½ months ... Web3 Dec 2024 · The Macro Compass is a 4-quadrants asset allocation tool, which uses two main inputs: the global credit impulse and the relative monetary policy stance. The global … how many hours is 12am to 8pm

Alf (@MacroAlf) / Twitter

Category:Alf on Twitter: "If you liked this analysis, please consider ...

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Substack macrocompass alf

Alfonso Peccatiello (Alf) Substack

WebSubscribe - TMC Choose the subscription tier that suits you the most below: ANNUALLY MONTHLY The Long-Term Investor € 399 /year Pay yearly, get 2 months FREE The TMC Report (Weekly) The Long-Term ETF Portfolio 25% Discount on Macro Courses Tactical Market Report (1-2x/Week) Interactive Macro Tools Tactical Trade Ideas Q&A Zoom Call … Web3 Dec 2024 · themacrocompass.substack.com The Macro Compass Financial education, macro insights & actionable investment ideas. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox. Click to read The Macro Compass, by Alfonso... 5 5 81 Gunner Stockholm @BobHous24678424 Dec 3, 2024 Replying to @MacroAlf …

Substack macrocompass alf

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Web4 Jan 2024 · Financial money creation and risk-free real yields are key to understand the Central Bank stance and its implications for markets. The TMC Quadrant Asset Allocation … WebThe Macro Compass leverages Alf’s experience running large pools of institutional money and offers financial education, unique macroeconomic insights, and actionable …

WebOn today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Jacob Shapiro, Director of Geopolitics at Cognitive Investments for a discussion on the global trend to a multipolar world. In 2024, geopolitics has been one of the leading factors in markets, so we invited an expert in ge…

Web17 Jun 2024 · Financial education, macro insights & actionable investment ideas. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox. Click to read … WebThe Fed will hike for the last time in May, and then pause: one and done. Today’s inflation print showed us that core services ex-housing (the sticky… 16 تعليقات على LinkedIn

Web29 Apr 2024 · S ince launching in 2024, Substack has been touting itself as a “ better future for news ”. Their offering was simple: email newsletters with an option for subscribers to pay monthly fees for ...

Web2 Oct 2024 · Alf on Twitter: "If you liked this analysis, please consider subscribing to http://TheMacroCompass.substack.com. It's my FREE platform where I go the extra mile … how many hours is 125 minsWebThe Market's Compass Technical View Substack The Market’s Compass Developed Markets Country ETF Study Week #429 The Market's Compass Mar 20 New Top … how and when are cleaning agents usedWebThe Macro Compass leverages Alf’s experience running large pools of institutional money and offers financial education, unique macroeconomic insights, and actionable … how many hours is 1250 minutesWebWhen the yield curve flattens and eventually inverts, you worry. But it’s when a recession hits, the Fed cuts rates and the curve steepens that you become s**t… how many hours is 1250Web7 Jun 2024 · Alf @MacroAlf. I write The Macro Compass, a free newsletter delivering actionable investment ideas and unique macro insights. Former Head of ($20bn) … how many hours is 123 daysWeb25% Discount on Macro Courses. Get 25% off all our upcoming Macro Courses, where we will explore together the foundations of global macro and portfolio management. Unique … how many hours is 125 minutesWeb31 Dec 2024 · Alf. @MacroAlf. ·. When that happens, the fund now owns less bonds (purple) but more deposits (red). These deposits are not real-economy money: the pension fund … how many hours is 12k minutes