PINETREE MACRO - Offshore Investments

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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