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
Ultimi post
Cerchiamo nuovi post…
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
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@MacroAlf He will be back - the addiction is too strong and his ego too big
5.7K views · 59 likes
· 0 reposts · 1 replies
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@MacroAlf You were never right about anything macro when it counted but respect the effort
3.2K views · 21 likes
· 0 reposts · 0 replies
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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
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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
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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
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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
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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.
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