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Alf
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Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
3.8
20 total reviews
#33 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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Most Relevant Most Recent
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2.0 | limpcrayon
May 09, 2024
Typically Disappointing Presentation by Macroalf
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.
5.0 | jahhashsmoka
May 11, 2024
MacroAlf: A Trusted Voice in Finance
MacroAlf, known for his experience managing a massive $20bn fund for ING bank, is highly recommended 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.
4.0 | marsangelo
May 18, 2024
Intriguing Yet Complex Insights by Macroalf
Macroalf 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, it's definitely a valuable resource for those looking for deep dives into topics.
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.
3.0 | AP9384629344432
May 16, 2024
Confusing Yet Insightful - A Mixed Bag from MacroAlf
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.
5.0 | qwertz238
May 21, 2024
Insightful Analysis in Macro Compass by @macroAlf
The latest episode of 'Macro Compass' by @macroAlf 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.
5.0 | qwertz238
May 22, 2024
Insightful Analysis on Bond Market Reactions by MacroAlf
MacroAlf provides a concise yet profound analysis on the behavior of 'fat-burger' treasure chests/German federal bonds after recent interest rate announcements by the FED/ECB. His conclusion offers a clear explanation of the observed market movements: a brief spike in yields followed by a significant and steady decline. His analysis suggests that bond markets are anticipating more rate hikes leading to a harsher recession and ultimately lower rates. This perspective is not only insightful but also crucial for understanding future market dynamics.
5.0 | Aatacama
May 18, 2024
Insightful and Eloquent Presentation by Whitney from Totem Macro
Whitney, with her impressive background of managing money for Soros and Bridgewater, now leads Totem Macro and continues to impress with her deep understanding of the market. Her presentation on the macro trade strategy, specifically shorting global tech, was not only eloquent but also incredibly insightful. Definitely a must-listen for those interested in macroeconomic strategies.
2.0 | AP9384629344432
May 13, 2024
Critical View on MacroAlf's Reporting Tactics
The commenter warns against following popular financial accounts like MacroAlf that focus on sensationalizing statistics without contextualizing them. They argue that MacroAlf aims to maximize engagement rather than genuinely informing the audience, which could mislead viewers about financial matters such as credit card debt.
1.0 | fusna_
May 21, 2024
Disappointing Experience with Macroalf
Just listened to macroalf and it sounds really bad for the Euro. No redemption in sight.
5.0 | qwertz238
May 27, 2024
Umfassende Einblicke und Empfehlungen von MacroAlf
MacroAlf bietet nicht nur eine Liste seiner bevorzugten Makro-Zwitscherer, sondern gibt auch wertvolle Kommentare dazu, warum er diese Kollegen schätzt und welche Themen sie abdecken. Zusätzlich sind seine wöchentlichen Kapselgipsverband-Folgen 'The Macro Compass' sehr empfehlenswert für jeden, der sich für Makroökonomie interessiert. Ein echter Gewinn für meine Nachrichtenbriefe!
5.0 | ganbaro
May 18, 2024
Insightful Analysis by Macroalf on Current Economic Trends
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.
4.0 | MacroMama
May 16, 2024
Reasonable Insights from MacroAlf
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!
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.
2.0 | AdamovicM
May 11, 2024
Skeptical About MacroAlf's Trading Strategy
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.
4.0 | qwertz238
May 29, 2024
Insightful Analysis on Labor Market by Macroalf
Macroalf 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.
5.0 | qwertz238
May 29, 2024
Insightful Analysis and Strategic Financial Guidance by MacroAlf
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 | 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.
Content Type | Twitter
Star Rating History
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