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The Macro Compass
Alfonso Peccatiello explains monetary mechanics, macroeconomic cycles, and portfolio decisions through a free newsletter alongside paid research, investment strategy, and educational products.
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Perimeter People / Newsletter author · The Macro Compass
Alfonso Peccatiello
Alfonso Peccatiello, known as Alf, founded The Macro Compass after working as head of investments for ING Germany. The publisher describes his previous responsibility for a large institutional portfolio. His current work combines macroeconomic education, investment research, portfolio construction, and trading analysis; he also founded the macro hedge fund Palinuro Capital.
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Profile checked September 18, 2026. Editorial notes are Perimeter’s interpretation.