Alf

TheMacroCompass.substack.com

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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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Thread by Alf: 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/
- Tweet
- Mar 9, 2023
by Alf
The Macro EndGame
- Article
- Jan 10, 2022
by Alf
Thread 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
- Tweet
- Nov 9, 2022
by Alf
Thread 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/
- Tweet
- Nov 6, 2022
by Alf
Thread by Alf: Massive Fed meeting, and huge market reaction. A thread that breaks down what happened, step by step. 1/
- Tweet
- Nov 2, 2022
by Alf

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