𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro Twitter profile

Pinned Tweet

𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

2 months

Check out our latest episode with the one and only Jacob Shapiro @JacobShap - come for the geopolitics but stay for the deep dive into his process

Taylor Made Macro Podcast

@TaylorMadeMacro

2 months

@JacobShap joined Taylor Made Macro to talk geopolitics of course but also investing. We go deep on his research and analysis process that investors can learn a lot from! Podcast: YouTube: Show Notes:

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

6 years

When you have $200K for an SUV but also have 20 mins to save $3 on a tank of gas

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

1 year

I was born at night - but it wasn't last night

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

1 year

Man...the comments from the Dallas Fed were brutal this month

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

2 years

Since Salesforce replaced Exxon in the Dow - Exxon is up 88% and Salesforce is down 20%

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

The two largest economies in the world will both be rationing electricity this year - hard to describe how bullish that is for fossil fuels

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

The fact that Hertz managed to pile up $17B in debt on a basic business model of buy car ➡️ short term rent car for more than car costs ➡️ sell car...is insane

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

2 years

Noticed about a million people cite Druck saying once inflation is above 5% it has never come down without Fed Funds going above inflation. I noticed about zero people citing the part where he said "I actually think we are going to violate history and it is going to come down"

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

2 years

As Europe fires up coal plants they are not sure about helping Africa with you know...food...because it may clash with their green goals

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Me buying ag futures lately

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

2 years

Not looking particularly inflationary lately

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

I wonder what folks think about the dollar right now?

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

2 years

One of the more avoidable blunders in history

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

For those new to charts - this is a bad one... $ARKK

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

36 countries have food inflation above 10% 13 above 20% 9 above 30% 7 above 50% Most concerning is perhaps Turkey - bad monetary policy and a big energy importer - will keep pressure on FX

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

5 years

You: “How are these dumb kids voting for socialists!?” The News: “Fed considering lending directly to hedge funds” Me:

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

Whoopsies

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

5 years

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Remember that time SoftBank revenge traded their WeWork loss with tech calls and it worked

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

5 years

One thing I am sure of - millennials have near zero exposure to commodities

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

2 years

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

1 year

Powell said balance sheet running down at a pace of about $1T a year which is weird because it is flat for the last 4 months

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Me on day 1 of quarantine versus day 57 All of us wish we were Hugh

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

Been a crazy 14 months since this...

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Gasoline demand in India is more than 100k b/d higher than the 5 year average right now...during a pandemic A lot of folks think oil demand has peaked or is about to They are wrong...very wrong

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 months

Thought Covid was 4yrs ago

FinancialJuice

@financialjuice

4 months

US TREASURY SECRETARY YELLEN: HIGH INFLATION IS LARGELY DUE TO FADING SUPPLY SHOCKS.

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

Running thread for the upcoming winter energy crisis

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

5 years

$AAPL worth more than energy...all of it

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

2 years

Tell me you are levered to ZIRP without telling me you are levered to ZIRP

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Lumber not taking prisoners

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

6 years

Ben Bernanke on QE: “Clearly this is a temporary measure which is intended to provide support for the economy in this extraordinary period of crisis and when the economy is back on the road to recovery, we will no longer need to have those measures.”

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

2 years

If there is a business case…

PiQ

@PiQSuite

2 years

⚠️TRUDEAU: CANADA WILL EXPLORE WAYS TO SEE IF IT MAKES SENSE TO EXPORT LNG DIRECTLY TO EUROPE, IF THERE'S BUSINESS CASE TO DO SO - Reuters via

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

5 years

CBs are telling you the entire playbook - gonna let inflation run hot and pin yields while monetizing fiscal deficits with some political focus on climate and equality Crazy thing is almost none of this is priced...only small pockets are sniffing this out

MI2Thoughts

@Mi2Thoughts

5 years

Christine Lagarde was tight lipped about the specifics of the ECB’s upcoming strategy review, but the results of the Fed’s review may be leaking. The official report won’t be until 2020, it appears policymakers are considering a “make-up strategy” allowing for higher inflation.

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

5 years

Hate when I buy something when blood is in the streets right before a blood storm floods the streets with way more blood

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

5 years

Im gonna start calling perma bears that are mad every day the market doesn’t crash “financial justice warriors” They want perceived justice more than returns FJWs are gonna lose their mind when this bubble finds new gears

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

5 years

The investing world is moving toward quant/data/algo into the end of a long term debt cycle where the future looks nothing like the entire data set used to build models - funny how these things work

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

“There is no better teacher than history in determining the future… There are answers worth billions of dollars in a $30 history book.” – Charlie Munger

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

China deploying strategic oil reserves and Russia floating gasoline export ban…starting the first inning of the oil shortage Today it is about prices but tomorrow it will be about supply security

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

6 years

The AI Powered ETF fell 10.4% today - 😬

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

5 years

┏━━┓┏━━┓┏━━┓┏━━┓ ┗━┓┃┃┏┓┃┗━┓┃┃┏┓┃ ┏━┛┃┃┃┃┃┏━┛┃┃┃┃┃ Buy Real Assets ┃┏━┛┃┃┃┃┃┏━┛┃┃┃┃ ┃┗━┓┃┗┛┃┃┗━┓┃┗┛┃ ┗━━┛┗━━┛┗━━┛┗━━┛

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

If we gap down 5% Monday they gotta make a new gauge

Dan Russo, CMT

@DanRusso_CMT

4 years

5!

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

2 years

Object in mirror may be closer than it appears

Jesse Felder

@jessefelder

2 years

"This is not the earnings season the Fed wanted to see. For now, the consumer is too strong for comfort." by @NickTimiraos

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

I am 37 and Joe Biden became a senator when I was negative 10 years old...

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

6 years

Listen up and pay attention

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

1 year

Why do I think there is little chance the Fed does cuts before blowing stuff up? Because they are often afraid of inflation after they blew stuff up. This quote is from the Halloween of 2007 Fed meeting - from Charles Plosser (Philly Fed). I do not think it will be different this

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

6 years

Literally why people voted for him

Carl Bildt

@carlbildt

6 years

The US President is now in open conflict with the US Congress, the US Federal Reserve, the US Secretary of Defense, China, the EU, the World Trade Organisation and a couple of others. Otherwise it’s OK.

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

6 years

Trade War Summary: 🇺🇸 Please do these 20 things 🇨🇳 We will buy more soybeans 🇺🇸 Please do these 20 things 🇨🇳 We will buy more soybeans

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

*Buys more oil stocks*

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

Deflationists watching commodities in 2021

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Starting to think macro folks understand crypto better than crypto folks understand macro

Tyler Winklevoss

@tyler

4 years

The U.S. dollar is a risk-on asset, #bitcoin is risk-off asset

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

6 years

While everyone in the US debates whether a US recession is a 30% chance or a 50% chance - Europe and China are dropping some horrific data - the "crashing" US ISM at 54 looks really nice in comparison

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

5 months

Notice that the last 3/6 months are one of the most inflationary periods of the last 25 years. That is all after the Fed pivoted.

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

That is all. That is the tweet.

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 months

What happens when you think r* is under 1%

Viraj Patel

@VPatelFX

4 months

Fed trying to hit 2% inflation

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

2 years

Feels like the kind of week where the Turkish Lira could break

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Most trades ARE the dollar trade whether you want it to be or not

Jared Dillian

@dailydirtnap

4 years

People are way too focused on the dollar. Get another trade.

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

Me when I saw the cover

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Everyone is dumping energy and Warren Buffett is buying it

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

Ammonia is now more than 30% above its previous all time high

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Such a dumb take

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Something I do not understand is gold bugs being structurally short stocks because they are "overvalued" - the same driver is pushing stocks higher. You would make more money just long gold and ignoring stocks. Short stocks should be tactical only.

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Gotta love this COVID-19 case count style chart but for QEs

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

Alternate Headline:US considers releasing emergency oil reserves at $75 and buying it back at $100

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

My friends that run money and the data suggests retail and boomers are not only not puking but wanting to buy - watercooler talk is about buying cruise line stocks in personal accounts - not panic selling in retirement accounts - just something to chew on

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Someone please create an ETF based on Robinhood positioning

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

5 years

This chart is important.

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

5 months

Powell says that while inflation has come in a bit higher recently, “Nevertheless we continue to make good progress on bringing inflation down.” Jokes aside - how have we continued to make good progress on bringing inflation down in the last couple of months?

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

2 years

Whale oil’s secular decline continues

FinancialJuice

@financialjuice

2 years

GLOBAL OIL DEMAND CLIMBED IN DECEMBER BY 1.3 MBPD TO A NEW RECORD HIGH- IEF CITING JODI DATA.

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

The next oil bull market will likely not be chased by big money due to PR concerns Shareholder yield is going to be quite rewarding for those not worried about greenwashing their investments

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

If you looking for some yield I found you some

zerohedge

@zerohedge

3 years

TURKEY 10-YEAR GOVT BOND YIELDS UP 495BPS TO 19.01% AT CLOSE

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

If we lose the NatGas relief valve this winter…

BreakWave

@DryBulkETF

3 years

COAL STOCKPILES DROP TO LOWEST SINCE 1997 AT U.S. POWER PLANTS Oh boy…

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

This winter will forever change the narrative for nuclear

Josh Wolfe

@wolfejosh

3 years

Never been better setup for NUCLEAR -Global energy shock + constraints -Higher prices -Nuclear related stocks outperforming -Commodities, Metals, Mining demand cheap energy -Commodity consuming humans demand for zero carbon -Next gen environmentalist awakening to it

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

Let that swish around for a minute Cali has had to ask ppl to stop charging EVs and pay them to use generators because the state made their grid 3rd world

𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

Literally paying folks to use inefficient and dirty generators after they said they would ban ICE vehicles…

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

And then what happened? 😬

Adam Tooze

@adam_tooze

3 years

In 2020 renewables overtook fossil fuels as a source of electricity in the EU. @SoberLook

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

2 years

Feels like everyone but Germany knew this a year ago

PiQ

@PiQSuite

2 years

⚠️ GERMAN CHANCELLOR SCHOLZ: RUSSIA IS NOT A RELIABLE ENERGY PARTNER - Reuters via

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Love fest for oil lately

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

The one thing I am confident in about the conversation between Trump, MBS, and Putin is that they did not agree to have Trump announce anything

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

Shortfalls in energy from central planning failures are unacceptable and will cost lives Execution > Virtue Signaling You get this right or you lose political support and the ability to responsibly decarbonize

Javier Blas

@JavierBlas

3 years

Another key message from @JasonBordoff : “Uncertainty about the pace of transition may lead to periodic shortfalls in supply if climate action shutters traditional fossil fuel infrastructure before alternatives can pick up the slack—as may be starting to happen in some places now”

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 months

Fed pivoted from YoY to 3/6 month annualized inflation measures and just re-pivoted back to YoY #datadependent

FinancialJuice

@financialjuice

4 months

FED'S WILLIAMS: INFLATION CONTINUES TO MOVE LOWER

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Exxon doubling down on oil and gas while everyone else is busy greenwashing is exactly why I bought Exxon

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

Imagine 80% of your homes are heated by natural gas and yet choosing to only keep a few days of supply in storage

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

The fun part about this is the average investor has no idea that US production is about to fall off a cliff

𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Love fest for oil lately

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

8 months

My favorite Kuppy tweet of the year

Kuppy

@hkuppy

8 months

Most finance bros trying to explain their investment process, vs. me buying cheap assets with a tailwind…

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Things you should probably do more as an investor: 1) trade smaller size 2) when you sell a winner - put a few shares in a coffee can and keep em LONG term 3) never target "getting back to breakeven" - take the damn loss

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

2 years

He’s running

Jeff Bezos

@JeffBezos

2 years

My first job. And still the same great burger. Happy Sunday!

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

This is art right here...want this painted on canvas

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

I am just glad the energy crisis is over

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

This is exactly how Kyle became a billionaire...its how you make money...you swing at fat pitches HARD *while* managing risk...if you bet on the average future you get average returns

Lyall Taylor

@LT3000Lyall

4 years

@BvddyCorleone @ErikSTownsend @Jkylebass @contrarian8888 @hkuppy @trader_ferg @pineconemacro @TihoBrkan @profplum99 @Convertbond @GreekFire23 I think macro guys like Bass get themselves into trouble/paint themselves into a corner by being too confident about a specific version of the future playing out. It is better to develop comfort with ambiguity/uncertainty and invest with multiple future scenarios in mind.

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

Energy crisis aint over yall

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

Inflation will stay stubbornly high until we see large investments globally into fossil fuels

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

3 years

If you are begging Russia for gas and coal in October maybe your energy policy is a giant fake virtue filled failure - economic, humanitarian, and geostrategic failure of epic proportions

Christophe Barraud🛢🐳

@C_Barraud

3 years

🇪🇺 🇷🇺 #Europe Asking #Russia for More Coal Is Set for Disappointment - Bloomberg *Link:

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

6 years

Yo this $SPY / $EEM chart is about to be a PROBLEM

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

5 years

China stocks fall 6% and US stocks fall 1% - just sayin

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

4 years

Love this answer from Druck

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

5 months

Bostic said the quiet part out loud today... "I'm not in a hurry to get inflation down to 2%.." And this is the dude with 1 cut priced... Just think about that

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro

2 years

Poor North Korea launching missiles and nobody cares

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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

@pineconemacro