Hi everyone, hope 2022 is off to a great start for all of you.
My co-leads and I are making plans for the year and looking forward to getting us all together for our next event soon, but in the meantime I wanted to share this with you:
The Macro Compass
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| The Macro Compass |
| Actionable investment ideas and unique global macro insights. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox. Click to read The Macro Compass, by Alfonso Peccatiello (Alf), a Substack publication with tens of thousands of readers. |
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As the blurb says, it's a macro newsletter you can subscribe to free of charge. I'd recommend it if any of you are looking for an accessible, topical, relatively compact read once or twice a week. There are sometimes links to other content too -- e.g. a rather off-consensus interview on inflation with David Rosenberg (of Rosenberg Research & Associates) last week.
Speak soon!
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Nona Alexander
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