Pinetree Macro Charts 15 June 2024

Hey Market, Show Me You Care?

Can you see how the incremental profit pool is shifting for different sectors?

Let’s watch whether market cares for it or not.

The Hypocrisy Of Europeans

More fodder for Dr Jaishankar.

No..Kyrgyzstan has not become rich suddenly…connect the dots.

This is Europe trade with Russia via Kyrgyzstan…the same Europe which tells other countries not to do trade with Russia.

US Is Abusing The Privilege

This was bound to happen with US abusing its privilege of reserve currency.

We strongly believe that GOLD has entered monetary system as neutral reserve asset.

The Next UK Government Will Have Lot Of Challenges

UK is no more a productive economy and rising mortgage in arrears could just increase the headache for the incoming government next month.

If Liberals come to power, then I have no doubt that the UK will implement policies to inflate away the debt…short STERLING.

We Are Going To Need A Lot Of Power

Marginal power consumption of ChatGPT is 10x vs. Google search engine.

Combined this with the requirement of power for data centers, we are bullish on the Power Infrastructure ecosystem.

FOLLOW US:

I can be reached at:

Ritesh Jain

Twitter: @riteshmjn

LinkedIn: https://www.linkedin.com/in/riteshmjain

Disclaimer

Pine Tree Macro Pvt Ltd (“Pine Tree”): This information provided is for the exclusive and confidential use of the addressee only. Any distribution, use or reproduction of this information without the prior written permission of Pine Tree is strictly prohibited. The information and any material provided in this document or in any communication containing a link to Pine Tree’s website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Pine Tree to any registration requirement within such jurisdiction or country. Neither the information, nor any material or opinion contained in this document constitutes a solicitation or offer by Pine Tree or its, directors and employees to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service. We do not represent that the information and any material provided on this website is accurate or complete. Pine Tree makes every effort to use reliable, comprehensive information; but makes no representations or warranties, express or implied or assumes any liability for the accuracy, completeness, or usefulness of any information contained in this document. All investments are subject to market risks. In no event will Pine Tree or its directors and employees be liable for any damages including without limitation direct or indirect, special, incidental, or consequential damages, losses or expenses arising out of and in connection with this website, or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or system failure.

Anantam International SPC Fund (“Fund”) & Aparna Investment Management (“Manager”) : This report does not constitute an offer to sell, nor a solicitation of an offer to buy, interests in Anantam International SPC Fund and is not intended to create any rights or obligations
Aparna Investment Management shall not accept any liability if this report is used for an alternative purpose from which it is intended, nor to any third party in respect of this report. While all reasonable care has been taken in preparing this report, no responsibility and liability is acceptable for errors of fact or for any opinion expressed herein
The Anantam International SPC Fund and/or any of its officers, directors, personnel and employees shall not be held liable and responsible for any loss, damage of any nature, including but not limited to direct, indirect, incidental, punitive, special, exemplary, consequential, as also any loss of profit, revenue in any way arising from or in connection with the use of this statement in any manner whatsoever.
Past performance is not indicative of future results. The Anantam International SPC Fund does not provide any assurances as to the reliability of such information and you should not rely on this information when making an investment decision.
Opinions, projections and estimates contained in this report are subject to change without prior notice.

Registered Office

‘LORDS’, 7/1, Lords Sinha Rd., Kolkata, WB,
700071.

Branch Office

202, Rajendra Chambers, 19 Nanabhai Lane, Fort,
Mumbai – 400001

Write to us

info@pinetreemacro.com