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Portfolio Theme 1 (of 4)
How elasticity and supply chain positioning affects my picks
Aug 11, 2022
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Portfolio Theme 1 (of 4)
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Stay agile and beat the market
Don't skate to where the puck is. Skate to where the puck is going. #stayagile
Aug 10, 2022
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Stay agile and beat the market
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The Agile Agent
Beat the market with macro analysis, thematic/sector opportunities, trade setups
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The Macro Compass
Alfonso Peccatiello (Alf)
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