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The Macro Compass

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

Newsletter · By Alfonso Peccatiello (Alf) · Official site

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  1. Issue · Jul 13, 2026

    The Maradona Theory of Interest Rates (opens the original)

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    Hi everyone, Alf here - I am back with another research piece for you.As always, the idea is to share some of the frameworks I use to run my macro strategy.If you want to be in touch with me: alf@palinurocapital.comI hereby present the Maradona theory of interest rates from Mervyn King (credit to my friend Mario Baronci):<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!UpZ0!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.ama

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