bullish

The 30,000-Foot View

281 Views21 Nov 2022 08:27
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SUMMARY
  • In this business, we are often inundated by countless news headlines telling us all about what’s happening…now.
  • It’s a never-ending process that invites market participants to spend time and energy dissecting how new information affects the investment landscape.
  • For a macro investor though, every now and then taking a step back is crucial: with a 30,000-foot view, the macro big picture becomes increasingly clear.
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Alfonso Peccatiello (Alf)
Macroeconomic and Investing
The Macro Compass
Multi-AssetMacroeconomics
  • The 30,000-Foot View
    21 Nov 2022
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