𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro
Macro Strategist at Pinecone Macro Research pineconemacro.com Fox Island, WA Joined October 2016-
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It was great catching up with Kevin. Thanks for having me on!
It was great catching up with Kevin. Thanks for having me on!
Liquidity giveth and….
Also, h/t to Brian, union pay up bigtime in the Q1 ECI x.com/brianmcclardcf…
Also, h/t to Brian, union pay up bigtime in the Q1 ECI x.com/brianmcclardcf… https://t.co/6WxPI9rAlh
Thought Covid was 4yrs ago
Thought Covid was 4yrs ago https://t.co/ZHNIE73gCX
What a time to be alive
*SENATE PASSES RUSSIAN URANIUM IMPORT BAN, SENDING BILL TO BIDEN #uranium $CCJ
The Imperial Dollar Milkshake Circle Why the $ is rising and the weaponized Yen falling h/t to @SantiagoAuFund Latest Substack 'Capital Wars'
This is incredible. Mitch Rales’s first ever podcast. Mitch founded Danaher ($180 billion market cap) and tells his story on this episode!
This is incredible. Mitch Rales’s first ever podcast. Mitch founded Danaher ($180 billion market cap) and tells his story on this episode!
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.Santiago Capital @SantiagoAuFund
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138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.Santiago Capital @SantiagoAuFund
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It was great catching up with Kevin. Thanks for having me on!
On this weeks Huddle +, @kevinmuir welcomes back to the show, Chief Strategist & Cofounder of 3Fourteen Research, @WarrenPies. They discuss Warren's predictions on oil and stocks, as well as his insights on future market trends.
@kevinmuir @TheMarketHuddle Appreciate that Kevin! Hope to meet up in person in the near future...Either Toronto in the summer or Florida in the winter.
Thank you for honoring the bet. 🙏
@HFI_Research Congrats @HFI_Research and to the animals under the care of the Humane Society of Hawaii for getting the directional bet on EIA's crude oil volumes for February right! #EFT needs more friendly wagers to settle disagreements instead of name calling and harassment. #OOTT #ONGT…
🧩 Choosing the right investments is just a piece of the puzzle. ❓Question #1: Do you have the right structure in place to optimize those investments? ❓Question #2: Custody, does a qualified custodian hold your assets? @LibrariumViews explains #personalwealth
Also, h/t to Brian, union pay up bigtime in the Q1 ECI x.com/brianmcclardcf…
@NickTimiraos Looks like union wages are playing catchup, and that's helping boost private wage growth.
Fed officials watching the market soar after hinting at rate cuts in 2024.
“If you know what your next move should be, you likely have the wrong rate now” Melvyn King.
Our latest punchy 12min podcast episode on how surging global inflation puts stock jockeys on the precipice... podbean.com/ew/pb-ffima-15…
What a time to be alive
Glad @ENERGY took my advice, re-read the law I helped write, and deemed U.S. critical mineral projects eligible for loan guarantees. But the job’s not done: what we need now is for @ENERGY to actually support mines that strengthen our economy and security. energy.gov/lpo/articles/h…
When he says FULL he means EVERY SINGLE member of Congress. Tell me an issue this bipartisan. I’ll wait.
Russian #uranium ban passes by unanimous consent in the U.S. Senate. Heads to the President’s desk with full Congressional bipartisan support!🇺🇸💪
You know the family dynamic is gonna go crazy at Houston. Go ahead and come on down to the H
Louisville guard Hercy Miller, the son of Master P, has entered the Transfer Portal @On3sports has learned on3.com/db/hercy-mille…
*SENATE PASSES RUSSIAN URANIUM IMPORT BAN, SENDING BILL TO BIDEN #uranium $CCJ
The biggest challenge for asset holders right now is bond yields are high and rising enough to create a drag on asset prices but not yet high enough to create the economic slowdown required for the Fed to ease.
This is The Golden Age of Option Trading ™️ If you have a view, non-recourse leverage is being given away CONSTANTLY.
The downside of Wall Street's participation in crypto is it's increasingly just a high beta trading vehicle subject to risk limits and vulnerable to VaR shocks. Hence, what happens next in #Bitcoin might be key to the broader market and why holding $60k is important.
Coming out of the GFC, we learned that Austrian & monetarists did not have the intellectual flexibility to adjust their mental models. In the years ahead, I wonder if MMTers will have the ability to see the down side of pro-cyclical deficits?
To the moon!
76 COUNTERPARTIES TAKE $534.234B AT FED REVERSE REPO OPERATION.
@pineconemacro That’s only 15,000,000 oz of gold or 411,000,000 barrels of oil…