PINETREE MACRO - Offshore Investments

Electrification Is Our Macro Theme Of The Decade Everybody wants to reindustrialize but there cannot be any indus...

We are facing the 1940s play book in which Debt to GDP peaked at 119% before being inflated all the way down to 3...

Markets Are Realizing This Since 1800, 51/52 countries had Gross, Government Debt >130%. Their fate was one or...

Nikkei Hit A New All Time High This Week Strong corporate earnings on top of a weak yen with increased share of c...

The Boat Is Really Tilted Index investors are heavily exposed to tech, and relative to history are significantly ...

Nuclear Energy Is Making A Come Back Nuclear Energy is in vogue. Government targets on net zero along with a desi...

Electrification is our Macro Theme Ff The Decade Grid Strategies, a US consultancy, said that nationwide forecast...

Something To Keep An Eye On Chinese stocks now make up 24.7% of the MSCI Emerging Markets index by capitalization...

Us/China de-coupling with broader implications. Ours US Onshore vs Offshore pair GSPUSHOR is up +38% since Sept 2...

In our humble view, a recession will guarantee a Trump presidency. Do the twelve members of the FOMC want that ou...

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