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Alf

TheMacroCompass.substack.com
6 Followers
community-curated profile

My best macro insights & investment ideas are in my free newsletter The Macro Compass. Former Head of a $20bn Investment Portfolio, now Head of FinTwit Macro.

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  • Why this sudden meltdown in bank stocks? A couple of interesting theories and charts are doing the rounds, so let's have a look under the hood. A thread. 1/
    by Alf
  • The Macro EndGame
    by Alf
  • A very simple and yet effective chart. House prices plotted against mortgage rates. Look at that orange dot and draw your own conclusions. twitter.com/MacroAlf/status/1590387758010609664/photo/1
    by Alf
  • As Financial Twitter is all about hyping the latest news or market move, in macro-land people often tend to miss the forest for the trees. Let's take a step back and look at the big picture. Where are we in the long-term macro cycle? A thread. 1/
    by Alf
  • Massive Fed meeting, and huge market reaction. A thread that breaks down what happened, step by step. 1/
    by Alf
  • Something very important is going on in the pension fund industry. Why was the Bank of England forced to intervene as the lender of last resort? Is something going seriously wrong? A thread. 1/
    by Alf
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Alf @MacroAlf · May 15, 2022
  • From Twitter

Central Banking 101 by Joseph Wang (@FedGuy12). Joseph goes a bit deeper into the mechanics of our monetary system, but his way of explaining all things money is extremely clear and concise. A great book. 3/9

Book Nov 16, 2021
Central Banking 101
by Joseph Wang
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