Get started

MacroAlf
About me Global Macro with a 10.000 foot view. Author of The Macro Compass, a free newsletter with actionable investment ideas. Only own opinions. Not financial advice.
Joined
Markets Allocation
33 % commodities 67 % other
Top Mentioned Symbols
US10Y 33% | 1 HG1! 33% | 1 T10YIE 33% | 1
Ideas
Minds
Scripts
Followers
Following
Published
Commented
Following
Published
Commented
bitcoin bonds btcusd centralbanks cpi educational federalreserve fundamental inflation macro rates spx500 stocks usd yields Less Tags Show All Tags
All Types
Type
All Types
Indicators
Strategies
Libraries
All Accesses
Script access
All Accesses
Open
Protected
Invite-only
Public & Private
Privacy
Public & Private
Public
Private
The reflation trade is dead
T10YIE
, D
T10YIE: The reflation trade is dead
15:51

The global credit impulse peaked in Q420 and it leads reflation trades by 9-12 months. Which means they're dead in the water now. Back to the secular Quadrant 1 of my Macro Compass - listen to the video to find out how to position your portfolio accordingly.

Inflation: transitory or not?
US10Y
, D
US10Y: Inflation: transitory or not?
15:34

Welcome back to my weekly educational video! Inflation is here! Yes, but the market knows it... + A brief global macro overview (this time with decent audio quality!) + Who's buying bonds at these yields? Japanese investors!

The bread and butter of global macro
HG1!
, DEducation
HG1!: The bread and butter of global macro
17:47

Before you trade stocks, bitcoin, FX, bonds or anything you have to try and understand how our monetary system works not to miss the big picture. This video helps you by providing a 10.000 foot view of the global macro landscape. Don't miss the forest for the trees. Tune in and enjoy!

valko
0
0
0
Message Follow Following Unfollow
jalon497
4
4
3
Message Follow Following Unfollow
RAZVANJANJAN
0
0
0
Message Follow Following Unfollow
dhanrajm3440
0
0
0
Message Follow Following Unfollow
Aviii8388
1
0
0
Message Follow Following Unfollow
apaloosa
0
0
0
Message Follow Following Unfollow
ikpoeseoghene22
3
0
0
Message Follow Following Unfollow
Ankithb_21
0
0
0
Message Follow Following Unfollow
v5265gfv5v
1
0
0
Message Follow Following Unfollow
namkkphong
5
0
0
Message Follow Following Unfollow
xamzayevbehruz2006
1
0
0
Message Follow Following Unfollow
nadershah767
3
0
0
Message Follow Following Unfollow
saifrajpoot577
3
0
0
Message Follow Following Unfollow
KingImmortalRichy
2
0
0
Message Follow Following Unfollow
pc907917
4
0
0
Message Follow Following Unfollow
chukwukaekpe
2
0
0
Message Follow Following Unfollow
SURESHOTFXVIP
13
0
0
Message Follow Following Unfollow
t_Million
3
0
0
Message Follow Following Unfollow
aminovdoston005
5
0
0
Message Follow Following Unfollow
kashikajonathan09
0
0
0
Message Follow Following Unfollow
User follows nobody
Type
Script access
Privacy