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Run It Hot, Yet Again
I am back with a healthy dose of macro analysis for you
May 26
•
Alfonso Peccatiello (Alf)
192
18
11
February 2026
All You Need To Know About Warsh
Let's Look Into The New Fed Chair
Feb 10
•
Alfonso Peccatiello (Alf)
155
19
12
January 2026
May The Odds Be Ever In Your Favor
A Guide To Sizing Macro Trades
Jan 19
•
Alfonso Peccatiello (Alf)
134
8
5
November 2025
The Best Assets You Don't (But Should) Own in 2026
I Am Not Long Enough These Assets
Nov 30, 2025
•
Alfonso Peccatiello (Alf)
253
28
31
October 2025
Supreme Court vs Tariffs: A Guide
We will soon find out if tariffs are unconstitutional
Oct 31, 2025
•
Alfonso Peccatiello (Alf)
56
3
2
Run It Cold Now, Run It Hot Later
How To Invest In This Abnormal Economic Cycle
Oct 8, 2025
•
Alfonso Peccatiello (Alf)
69
3
5
7:05
August 2025
May The Odds Be Ever In Your Favor
About sizing, stop losses and right-tail returns
Aug 25, 2025
•
Alfonso Peccatiello (Alf)
74
6
3
18:32
Plumbing Risks Ahead
The US economy and markets might soon face a double negative whammy
Aug 13, 2025
•
Alfonso Peccatiello (Alf)
52
10
2
5:53
July 2025
Policymaking Protest Assets (PPAs)
Time To Have A Deep Look At Your Portfolio
Jul 15, 2025
•
Alfonso Peccatiello (Alf)
56
6
6
4:51
June 2025
Null Komma Null
It's Time For Some Macro Breakouts
Jun 18, 2025
•
Alfonso Peccatiello (Alf)
64
5
4
6:51
May 2025
On The US Downgrade
Moody's downgraded the US: now what?
May 19, 2025
•
Alfonso Peccatiello (Alf)
78
20
9
7:55
April 2025
How The Whales Could Dump More US Dollars
Trillions of USD Selling Flows Could Be Around The Corner
Apr 25, 2025
•
Alfonso Peccatiello (Alf)
59
6
8
5:13
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