The Macro Compass

Financial education, macro insights & actionable investment ideas. From Alf's desk - Founder & CEO of The Macro Compass - straight to your inbox.

By Alfonso Peccatiello (Alf)

· Over 153,000 subscribers

Policymaking Protest Assets (PPAs)

Time To Have A Deep Look At Your Portfolio

Jul 15, 2025 • Alfonso Peccatiello (Alf)

Run It Hot, Yet Again

I am back with a healthy dose of macro analysis for you

May 26 • Alfonso Peccatiello (Alf)

All You Need To Know About Warsh

Let's Look Into The New Fed Chair

Feb 10 • Alfonso Peccatiello (Alf)

May The Odds Be Ever In Your Favor

A Guide To Sizing Macro Trades

Jan 19 • Alfonso Peccatiello (Alf)

The Best Assets You Don't (But Should) Own in 2026

I Am Not Long Enough These Assets

Nov 30, 2025 • Alfonso Peccatiello (Alf)

Supreme Court vs Tariffs: A Guide

We will soon find out if tariffs are unconstitutional

Oct 31, 2025 • Alfonso Peccatiello (Alf)

Run It Cold Now, Run It Hot Later

How To Invest In This Abnormal Economic Cycle

Oct 8, 2025 • Alfonso Peccatiello (Alf)

May The Odds Be Ever In Your Favor

About sizing, stop losses and right-tail returns

Aug 25, 2025 • Alfonso Peccatiello (Alf)