Unique macro analysis and actionable portfolio strategy using our proprietary models
Choose the subscription tier that suits you the most below:
Annually
Monthly
The Long-Term Investor
€399/year
Pay yearly, get 2 months FREE
The TMC Report (1x/Week)
The Macro Compass Report delivers unique insights that will help you manage your portfolio through macroeconomic cycles.
The TMC Forever Portfolio
A Macro ETF Portfolio which is equipped to deliver risk-adjusted returns in different macro scenarios. Model-based macro tilts are applied to the asset allocation framework to risk-manage through economic cycles.
25% Discount on TMC Courses
Get 25% on The Bond Market Course and all upcoming macro courses, where we will explore together the foundations of global macro, money and portfolio management.
- Tactical Market Report (1-2x/Week)
- Macro Snippets
- Tactical Trade Ideas
- Q&A Zoom Call (Monthly)
The All-Round Investor
€1249/year
Pay yearly, get 2 months FREE
Tactical Market Report (1-2x/Week)
Fed or ECB meeting? Inflation or labour market report out? Big market moves? This timely and actionable report will timely unpack these events and provide with trade ideas.
Macro Snippets
Daily market color and macro reflections. Timely, brief and actionable daily macro insights from Alf.
Tactical Trade Ideas
Long/short macro trade ideas with a tactical horizon (2-8 weeks) implemented through listed instruments. Designed for active investors.
The TMC Report (1x/Week)
The Macro Compass Report delivers unique insights that will help you manage your portfolio through macroeconomic cycles.
The TMC Forever Portfolio
A Macro ETF Portfolio which is equipped to deliver risk-adjusted returns in different macro scenarios. Model-based macro tilts are applied to the asset allocation framework to risk-manage through economic cycles.
50% Discount on TMC Courses
Get 50% on The Bond Market Course and all upcoming macro courses, where we will explore together the foundations of global macro, money and portfolio management.
Q&A Zoom Call (Monthly)
Join Alf and the TMC team for a monthly macro and portfolio/trade ideas interactive session – Q&A welcome!
Get access to all our reports and investment ideas
The Pro Investor
FOR PROFESSIONAL INVESTORS
All-Round Investor Package
– Timely Actionable Macro Content
– Long-Term Forever Portfolio & Tactical Trade Ideas
– Interactive Macro Tools
– Monthly Q&A Zoom Call
– 50% Off on Macro Courses
Live Bloomberg Chat Service
Exclusive access to Alf’s daily coverage of macro and market events throughout the day – and the ability to interact with him.
Pro Interactive Macro Tools
To help you unpack market and macro data and generate trade ideas more easily.
Institutional Research
2-3 dedicated macro institutional pieces per week – concise and actionable.
Bespoke institutional coverage: designed for risk-takers, from a risk-taker
The Long-Term Investor
€39/month
The TMC Report (1x/Week)
The Macro Compass Report delivers unique insights that will help you manage your portfolio through macroeconomic cycles.
The TMC Forever Portfolio
A Macro ETF Portfolio which is equipped to deliver risk-adjusted returns in different macro scenarios. Model-based macro tilts are applied to the asset allocation framework to risk-manage through economic cycles.
25% Discount on TMC Courses
Get 25% on The Bond Market Course and all upcoming macro courses, where we will explore together the foundations of global macro, money and portfolio management.
- Tactical Market Report (1-2x/Week)
- Macro Snippets
- Tactical Trade Ideas
- Q&A Zoom Call (Monthly)
Unique macro analysis and actionable portfolio strategy using our proprietary models
The All-Round Investor
€125/month
Tactical Market Report (1-2x/Week)
Fed or ECB meeting? Inflation or labour market report out? Big market moves? This timely and actionable report will timely unpack these events and provide with trade ideas.
Macro Snippets
Daily market color and macro reflections. Timely, brief and actionable daily macro insights from Alf.
Tactical Trade Ideas
Long/short macro trade ideas with a tactical horizon (2-8 weeks) implemented through listed instruments. Designed for active investors.
The TMC Report (1x/Week)
The Macro Compass Report delivers unique insights that will help you manage your portfolio through macroeconomic cycles.
The TMC Forever Portfolio
A Macro ETF Portfolio which is equipped to deliver risk-adjusted returns in different macro scenarios. Model-based macro tilts are applied to the asset allocation framework to risk-manage through economic cycles.
50% Discount on TMC Courses
Get 50% on The Bond Market Course and all upcoming macro courses, where we will explore together the foundations of global macro, money and portfolio management.
Q&A Zoom Call (Monthly)
Join Alf and the TMC team for a monthly macro and portfolio/trade ideas interactive session – Q&A welcome!
Get access to all our reports and investment ideas
The Pro Investor
FOR PROFESSIONAL INVESTORS
All-Round Investor Package
– Timely Actionable Macro Content
– Long-Term Forever Portfolio & Tactical Trade Ideas
– Interactive Macro Tools
– Monthly Q&A Zoom Call
– 50% Off on Macro Courses
Live Bloomberg Chat Service
Exclusive access to Alf’s daily coverage of macro and market events throughout the day – and the ability to interact with him.
Pro Interactive Macro Tools
To help you unpack market and macro data and generate trade ideas more easily.
Institutional Research
2-3 dedicated macro institutional pieces per week – concise and actionable.
Bespoke institutional coverage: designed for risk-takers, from a risk-taker
Annually
Monthly
The Long-Term Investor
€399/year
Pay yearly, get 2 months FREE
The TMC Report (1x/Week)
The Macro Compass Report delivers unique insights that will help you manage your portfolio through macroeconomic cycles.
The TMC Forever Portfolio
A Macro ETF Portfolio which is equipped to deliver risk-adjusted returns in different macro scenarios. Model-based macro tilts are applied to the asset allocation framework to risk-manage through economic cycles.
25% Discount on TMC Courses
Get 25% on The Bond Market Course and all upcoming macro courses, where we will explore together the foundations of global macro, money and portfolio management.
- Tactical Market Report (1-2x/Week)
- Macro Snippets
- Tactical Trade Ideas
- Q&A Zoom Call (Monthly)
Unique macro analysis and actionable portfolio strategy using our proprietary models
The All-Round Investor
€1249/year
Pay yearly, get 2 months FREE
Tactical Market Report (1-2x/Week)
Fed or ECB meeting? Inflation or labour market report out? Big market moves? This timely and actionable report will timely unpack these events and provide with trade ideas.
Macro Snippets
Daily market color and macro reflections. Timely, brief and actionable daily macro insights from Alf.
Tactical Trade Ideas
Long/short macro trade ideas with a tactical horizon (2-8 weeks) implemented through listed instruments. Designed for active investors.
The TMC Report (1x/Week)
The Macro Compass Report delivers unique insights that will help you manage your portfolio through macroeconomic cycles.
The TMC Forever Portfolio
A Macro ETF Portfolio which is equipped to deliver risk-adjusted returns in different macro scenarios. Model-based macro tilts are applied to the asset allocation framework to risk-manage through economic cycles.
50% Discount on TMC Courses
Get 50% on The Bond Market Course and all upcoming macro courses, where we will explore together the foundations of global macro, money and portfolio management.
Q&A Zoom Call (Monthly)
Join Alf and the TMC team for a monthly macro and portfolio/trade ideas interactive session – Q&A welcome!
Get access to all our reports and investment ideas
The Pro Investor
FOR PROFESSIONAL INVESTORS
All-Round Investor Package
– Timely Actionable Macro Content
– Long-Term Forever Portfolio & Tactical Trade Ideas
– Interactive Macro Tools
– Monthly Q&A Zoom Call
– 50% Off on Macro Courses
Live Bloomberg Chat Service
Exclusive access to Alf’s daily coverage of macro and market events throughout the day – and the ability to interact with him.
Pro Interactive Macro Tools
To help you unpack market and macro data and generate trade ideas more easily.
Institutional Research
2-3 dedicated macro institutional pieces per week – concise and actionable.
Bespoke institutional coverage: designed for risk-takers, from a risk-taker
The Long-Term Investor
€39/month
The TMC Report (1x/Week)
The Macro Compass Report delivers unique insights that will help you manage your portfolio through macroeconomic cycles.
The TMC Forever Portfolio
A Macro ETF Portfolio which is equipped to deliver risk-adjusted returns in different macro scenarios. Model-based macro tilts are applied to the asset allocation framework to risk-manage through economic cycles.
25% Discount on TMC Courses
Get 25% on The Bond Market Course and all upcoming macro courses, where we will explore together the foundations of global macro, money and portfolio management.
- Tactical Market Report (1-2x/Week)
- Macro Snippets
- Tactical Trade Ideas
- Q&A Zoom Call (Monthly)
Unique macro analysis and actionable portfolio strategy using our proprietary models
The All-Round Investor
€125/month
Tactical Market Report (1-2x/Week)
Fed or ECB meeting? Inflation or labour market report out? Big market moves? This timely and actionable report will timely unpack these events and provide with trade ideas.
Macro Snippets
Daily market color and macro reflections. Timely, brief and actionable daily macro insights from Alf.
Tactical Trade Ideas
Long/short macro trade ideas with a tactical horizon (2-8 weeks) implemented through listed instruments. Designed for active investors.
The TMC Report (1x/Week)
The Macro Compass Report delivers unique insights that will help you manage your portfolio through macroeconomic cycles.
The TMC Forever Portfolio
A Macro ETF Portfolio which is equipped to deliver risk-adjusted returns in different macro scenarios. Model-based macro tilts are applied to the asset allocation framework to risk-manage through economic cycles.
50% Discount on TMC Courses
Get 50% on The Bond Market Course and all upcoming macro courses, where we will explore together the foundations of global macro, money and portfolio management.
Q&A Zoom Call (Monthly)
Join Alf and the TMC team for a monthly macro and portfolio/trade ideas interactive session – Q&A welcome!
Get access to all our reports and investment ideas
The Pro Investor
FOR PROFESSIONAL INVESTORS
All-Round Investor Package
– Timely Actionable Macro Content
– Long-Term Forever Portfolio & Tactical Trade Ideas
– Interactive Macro Tools
– Monthly Q&A Zoom Call
– 50% Off on Macro Courses
Live Bloomberg Chat Service
Exclusive access to Alf’s daily coverage of macro and market events throughout the day – and the ability to interact with him.
Pro Interactive Macro Tools
To help you unpack market and macro data and generate trade ideas more easily.
Institutional Research
2-3 dedicated macro institutional pieces per week – concise and actionable.
Bespoke institutional coverage: designed for risk-takers, from a risk-taker