Pinecone Macro Research
@pineconemacro.bsky.social
Nerd on markets and all that impacts them
November 21, 2025 at 10:13 PM
November 20, 2025 at 8:34 PM
This reminds me of that scene from Black Sheep where Chris Farley says "thank you little roots, please stay strong"
www.youtube.com/watc...
www.youtube.com/watc...
November 20, 2025 at 6:05 PM
This reminds me of that scene from Black Sheep where Chris Farley says "thank you little roots, please stay strong"
www.youtube.com/watc...
www.youtube.com/watc...
Napier IMO accidentally wrote a profound warning for those investing in American Asset Price Exceptionalism with the discussions of the systems, mechanics, and feedback loops that inflated Asian markets in the 90s - the parallels are stark
November 20, 2025 at 12:33 AM
Napier IMO accidentally wrote a profound warning for those investing in American Asset Price Exceptionalism with the discussions of the systems, mechanics, and feedback loops that inflated Asian markets in the 90s - the parallels are stark
Naturally...
November 19, 2025 at 11:55 PM
Naturally...
First tariff rebates (granted...probably cannot pass) and now ACA subsidy extensions
The one thing that is always bipartisan is being unserious about the deficit
The one thing that is always bipartisan is being unserious about the deficit
November 19, 2025 at 7:12 PM
First tariff rebates (granted...probably cannot pass) and now ACA subsidy extensions
The one thing that is always bipartisan is being unserious about the deficit
The one thing that is always bipartisan is being unserious about the deficit
NatGas traders reading Bloomberg today
November 18, 2025 at 8:56 PM
NatGas traders reading Bloomberg today
I was told nobody would need Google anymore...weird
November 18, 2025 at 8:44 PM
I was told nobody would need Google anymore...weird
Who says trees cannot grow to the sky
November 18, 2025 at 8:28 PM
Who says trees cannot grow to the sky
Great Gavekal (LVG) piece - wrote about a lot of the same themes in our recent Electricity Era piece...
https://https://t.ly/kA5J7
https://https://t.ly/kA5J7
November 17, 2025 at 7:55 PM
Great Gavekal (LVG) piece - wrote about a lot of the same themes in our recent Electricity Era piece...
https://https://t.ly/kA5J7
https://https://t.ly/kA5J7
Ratio Rodeo - A lot of breakouts and potential breakouts versus the $SPY - including many countries and commodities
https://t.ly/GZZwS
https://t.ly/GZZwS
November 16, 2025 at 1:27 AM
Ratio Rodeo - A lot of breakouts and potential breakouts versus the $SPY - including many countries and commodities
https://t.ly/GZZwS
https://t.ly/GZZwS
The Fed has been taking comfort in market based inflation expectations/pricing but...
November 14, 2025 at 9:11 PM
The Fed has been taking comfort in market based inflation expectations/pricing but...
November 14, 2025 at 12:17 AM
Glad to see we may be pivoting from gaslighting on inflation to taking it serious as a real issue for real people - but is white boarding this with Wall Street billionaires going to generate the best 'help with his messaging campaign'?
November 13, 2025 at 8:38 PM
Glad to see we may be pivoting from gaslighting on inflation to taking it serious as a real issue for real people - but is white boarding this with Wall Street billionaires going to generate the best 'help with his messaging campaign'?
Do not agree with everything from Brainard in this piece but this section is on the money IMO
www.foreignaffairs.c...
www.foreignaffairs.c...
November 13, 2025 at 8:28 PM
Do not agree with everything from Brainard in this piece but this section is on the money IMO
www.foreignaffairs.c...
www.foreignaffairs.c...
November 9, 2025 at 9:04 PM
And that was just today...
November 7, 2025 at 11:55 PM
And that was just today...
LatAm versus S&P getting interesting here
November 7, 2025 at 7:47 PM
LatAm versus S&P getting interesting here
Today is largely about the Europe bump from possible peace in Ukraine
open.substack.com/pub/pinecone...
open.substack.com/pub/pinecone...
February 12, 2025 at 10:40 PM
Today is largely about the Europe bump from possible peace in Ukraine
open.substack.com/pub/pinecone...
open.substack.com/pub/pinecone...