# The Macro Compass

> Financial education, macro insights & actionable investment ideas.
From Alf's desk - Founder & CEO of The Macro Compass - straight to your inbox.

- **Platform:** substack
- **Category:** Finance
- **Subscribers:** 153K
- **Last updated:** 2026-09-11
- **URL:** https://themacrocompass.substack.com
- **Profile:** https://newsletterinsights.io/newsletter/themacrocompass

## Recent Posts

- [US unemployment rate and Fed tapering](https://themacrocompass.substack.com/p/the-macro-investor-1-us-unemployment)
- [The Macro Compass is trying to send you a clear message](https://themacrocompass.substack.com/p/tmi-2-the-macro-compass-is-trying)
- [Inflation - hyped or underestimated?](https://themacrocompass.substack.com/p/inflation-hyped-or-underestimated)
- [5% inflation in US and bonds rallying...wait, what?](https://themacrocompass.substack.com/p/5-inflation-in-us-and-bonds-rallyingwait)
- [Average inflation targeting, or maybe not](https://themacrocompass.substack.com/p/tmc-5-average-inflation-targeting)
- [My approach to tactical and long-term investing ](https://themacrocompass.substack.com/p/pa-1-i-just-went-short-stocks-for)
- [All they told you about printing money is wrong - and here is why](https://themacrocompass.substack.com/p/tmc-6-all-they-told-you-about-printing)
- [It's all about probabilities - what's priced in markets now?](https://themacrocompass.substack.com/p/tmc-7-its-all-about-probabilities)
- [The US Dollar is not going to zero](https://themacrocompass.substack.com/p/tmc-8-the-us-dollar-you-might-not)
- [The Macro Compass](https://themacrocompass.substack.com/p/coming-soon)