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@pineconemacro
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Nerd at Pinecone Macro Research
Fox Island, WA
Joined October 2016
Would not want to miss out - listen to our latest episode with the great @SquirrelMacro ๐ฟ๏ธ๐ฒ๐ฑ๐ง
TMM is back with the one and only @SquirrelMacro We talk about everything from AI to some of our favorite thematic ETFs - do not want to miss this one! Podcast: YouTube: Show Notes:
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Its not over?
US will push European allies to buy more arms for Ukraine, say sources
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Indiaโs top power producer is in talks with foreign technology suppliers to build nuclear reactors ๐ฎ๐ณ ๐ค โข๏ธ ๐๏ธ NTPC aims to add 10 gigawatts of atomic energy capacity by 2033 and will target large reactors and SMRs โ๏ธ India is turning to nuclear to help curb dependence on coal
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TRUMP SAYS MAYBE WE HAVE LESS DEBT THAN WE THOUGHT, QUESTIONS WHETHER THERE IS FRAUD RELATED TO US TREASURIES
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Dog Without Hat
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Why the Fed "looking through" tariffs can be sketchy
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โHis comments underline how deeply at odds Senate and House Republicans are over moving forward with Trumpโs agenda.โ - this should be the major headline of the week. If the senate move unilaterally we will see just how far apart members are.
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@Geo_papic On purpose for political reasons or from intra GOP gridlock in your view? Enough to go sub 6% of GDP deficit?
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Tariff โreliefโ and Bessent doing his best Janet - so not DOGE
3-day tick chart of the 10-year yield. Down 20 basis points since yesterdayโs high, a big move for <36 hours. Why? First, I would argue the economic/inflation data since 4.60% yesterday does not really support such a big move. Iโm thinking it is DOGE and now that itโs into Medicare/Medicaid, the motherlode of fraud. The bond market is coming around to the idea that @elonmusk can bring the deficit down a lot more than anyone thought (even me). The DOGE bond market rally? Thoughts?
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One day after becoming the best performing country ETF YTD
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