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Alf

@MacroAlf · joined 31 Dec 2020

Founder of Palinuro Capital | Founder of The Macro Compass: Institutional Macro Research

466 825Followers
354Following
12 228Posts total
796.5KViews on collected posts

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

82.5K6 Aug
85.4K7 Aug
74.7K8 Aug
371.1K20 Aug
3.2K
5.7K
8.3K21 Aug
165.6K14 Jan

Last 8 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.53%6 Aug
0.60%7 Aug
0.36%8 Aug
0.47%20 Aug
0.66%
1.06%
0.23%21 Aug
0.54%14 Jan

Reactions — likes, reposts, replies and quotes — divided by views.

What the audience does

Likes69.2%2 980 in total
Reposts12.4%533 in total
Replies9.5%407 in total
Quotes0.9%38 in total
Bookmarks8.1%347 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Latest posts

My journey on FinTwit has been nothing short of incredible. When I set to go on my own in 2021, I remember a friend from the rates industry telling me “You are posting your thoughts on other platforms, but you’re missing out on the biggest of them all. Try Twitter”. I had never 165.6K views · 439 likes · 366 reposts · 88 replies 14 Jan 2026 @MacroAlf NEVER.BREAK.PASTA! 8.3K views · 16 likes · 0 reposts · 3 replies 21 Aug 2025 @MacroAlf He will be back - the addiction is too strong and his ego too big 5.7K views · 59 likes · 0 reposts · 1 replies 20 Aug 2025 @MacroAlf You were never right about anything macro when it counted but respect the effort 3.2K views · 21 likes · 0 reposts · 0 replies 20 Aug 2025 Hi guys, quick announcement. I won't be posting here anymore until further notice. To everyone who supported my work and engaged fruitfully over the years: thank you. If you want to be in touch, my email is: alf at my research firm dot com And remember: never break pasta. 371.1K views · 1.5K likes · 60 reposts · 189 replies 20 Aug 2025 New TMTF podcast out with my buddy Brent Donnelly. - Maybe the Fed is ready to move dovish, but what's already priced in bond markets? - How to think about carry when setting up trades - Sometimes Brent is more Italian than me Check it out on your preferred podcast platform h 74.7K views · 198 likes · 33 reposts · 31 replies 08 Aug 2025 Not sure who needs to hear this. But with Fed Funds at 4.33% and terminal rate at 3.1%, long bonds are not offering big juice and carry is quite limited. The curve could still be way steeper as the inflation risk premia goes up. 85.4K views · 416 likes · 38 reposts · 53 replies 07 Aug 2025 So the US enacted a $300 billion tax hike for 2025 with pretty much no offsetting new fiscal injection this year. Perhaps investors should include this in their assessment going forward? 82.5K views · 359 likes · 36 reposts · 42 replies 06 Aug 2025

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