Alf
Profile
Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.

3.6
16 total reviews
#36 SociaRep Rank
Follower Engagement
p52
Active Following
p30
Content Objectivity
p5
Neutral Language
p50

Primary content focus Economics Analysis Market Analysis
Asset class market cap focus Unfocused ($1M-$1T MC)
Primary language English
Associated with real identity No
Active since Unknown
Self-listed location Undisclosed
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Follower Reviews
Read reviews from followers, fans, and haters. Hover over reviews to see reviewer details.

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5.0 | ganbaro
May 18, 2024
Insightful and helpful
I recently came across Macroalf's analysis on Reddit, and I must say, it was far more competent compared to others I've read. Focusing solely on bonds and equities, Macroalf could have easily delved into labor market data and trade arguments, but he chose to highlight the resilience shown by low unemployment rates and full order books. His perspective sheds light on the current economic situation not as a doom scenario but as a phase of adjustment, especially pointing out that the layoffs by big companies like Amazon are more about strategic shifts than economic downturns. His analysis helps put the economic news into a broader and more rational context, making it easier to understand the real economic pulse.
5.0 | qwertz238
May 21, 2024
Insightful Analysis
There's a good episode of "Macro Compass" by @macroAlf that offers a deep dive into the current state of the bond markets amidst central bank policies. The analysis provided is sharp and insightful, particularly regarding the ECB's tough stance on price stability and the Fed's signaling at Jackson Hole. It's a must-read for anyone interested in understanding the intricate dynamics of the markets and the potential implications for European and US economies.
3.0 | AP9384629344432
May 16, 2024
Mixed Bag
MacroAlf's recent commentary on inflation and economic predictions can be quite perplexing. While he provides some valuable insights, much of the content feels like it's shrouded in complexity and sometimes unnecessary alarmism. It's challenging to fully grasp the implications without a deeper understanding of economic indicators, which makes his posts less accessible for the average follower. However, his analysis does spark important discussions about economic trends, even if it leans towards the dramatic.
1.0 | limpcrayon
May 09, 2024
Terrible
We know it's bad, but presenting it like this is useless. There's too much information missing to get an actual view of things. In other words, typical Macroalf.
4.0 | marsangelo
May 18, 2024
interestin but Complex
Macro Alf offers some very complex and detailed analyses which can be quite insightful for those who can navigate through the intricacies. while it may not be for everyone due to its complexity, its definitely a valuable resource for those looking for deep dives into topics
5.0 | MacroMama
May 16, 2024
worth
I recently started listening to MacroAlf and I think he offers pretty reasonable insights. It's definitely worth checking out if you're into macro trading!
5.0 | jahhashsmoka
May 11, 2024
MacroAlf
MacroAlf, known for his experience managing a massive $ 20 B fund for ING bank, is highly recommended by me for his analytical and data driven approach . His insights are on par with other notable experts in the field, making him a valuable resource for anyone interested in macroeconomics . I highly recommend him !
5.0 | qwertz238
May 29, 2024
Insightful Analysis
The latest episode of *The Macro Compass* by @MacroAlf, available in both podcast and text format, continues to impress with its depth and educational value. The comparison of Powell's recent speech to Draghi's 2012 'Whatever it takes' address adds a historical perspective that enriches the understanding of current financial climates. Additionally, MacroAlf's commentary on long-term government bonds and the strategic patience required in the current global macro environment provides valuable insights for anyone interested in fixed income investments.
4.0 | qwertz238
May 11, 2024
Kritische Analyse von MacroAlf zur SiliziumTalBank
Obwohl MacroAlf in der Community durchaus kontrovers diskutiert wird, bietet seine Einschätzung zur SiliziumTalBank wertvolle Einblicke. Er bemängelt das grundlegende Fehlen von Risikomanagement, fehlende Zinsänderungseffekthecken und kritisiert die Kapitalstrukturen im Vergleich zu anderen großen Banken. Seine Analyse deutet auf entweder unglaubliche Unfähigkeit oder absichtliche Böswilligkeit in der Bilanzführung hin. Ein lesenswerter Beitrag für jeden, der sich für Finanzanalysen interessiert.
4.0 | fusna_
May 13, 2024
Klare und prägnante Analyse der letzten drei Monate
Die kostenlose Zusammenfassung von macroalf bietet eine ausgezeichnete Übersicht über die Rally der letzten drei Monate. Besonders hervorzuheben ist die klare Aussage, dass die Bullenparty vorbei ist, was für Anleger und Interessierte von großer Bedeutung sein könnte.
4.0 | qwertz238
May 29, 2024
Good
MacroaAlf provides a detailed analysis of today's labor market data and its potential mid-term effects on the markets. His conclusion suggests a more aggressive stance from the Fed, especially given their new 'data dependent' approach. A must-read for those following economic indicators.
4.0 | qwertz238
May 24, 2024
Einsichtsreiche Analyse mit MacroAlf
MacroAlf bietet eine detaillierte Darstellung der wirtschaftlichen Situation mit einem speziellen Fokus auf Inflation und Kreditverfügbarkeit. Die Verwendung von Diagrammen erleichtert das Verständnis komplexer Daten. Die Zusammenfassung als 'Klippensprung' deutet auf eine kritische Bewertung der aktuellen wirtschaftlichen Lage hin.
1.0 | AdamovicM
May 11, 2024
Questionable Trading Strategy [@me]
After hearing that Stanley Druckenmiller considers shorting the US dollar as his biggest conviction, MacroAlf decided to follow suit, anticipating falling interest rates and reduced global trading in USD due to a persistent deficit. However, I'm not convinced that this is a sound strategy. Additionally, MacroAlf's interest in long positions on Japanese equities, specifically pointing to the iShares Core MSCI Japan IMI UCITS ETF with a dividend yield of 2.13%, doesn't seem particularly compelling to me. With historical data showing high short interest during similar market conditions, I remain cautious and somewhat bearish on these moves.
5.0 | TheBonusWings
May 12, 2024
Trustworthy and Solid!
Macroalf is a solid follow. I trust this bro.
2.0 | Aatacama
May 24, 2024
Vom Gelegenheitsposter zum Verkäufer
MacroAlf war früher ganz gut, als er noch gelegentlich Inhalte gepostet hat, die interessant waren. Aber in letzter Zeit scheint er sich mehr darauf zu konzentrieren, seinen Service zu verkaufen, was ziemlich aufdringlich wirkt. Deshalb habe ich mich entschieden, ihm nicht mehr zu folgen.
1.0 | xsjyBldb
Mar 10, 2025
Mr.
LDVBcqaV
Content Type | Twitter
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