Archive - Pinecone Weekly Brief

Inflation Under 3%??

Jan 16, 2023 •

A look at recent trends for LNG powered heavy trucks (and ships)

Sep 15, 2024 •

The Art of the Green Deal

Trump may be better for green manufacturing that you think...

Nov 17, 2024 •

The Tariff Vice

It will shatter the economy

Apr 6 •

Cribs Collapse (Free Full Letter)

Housing Data is Ungood

Jun 13, 2022 •

& Not Because of OPEC

Oct 10, 2022 •

Have You Seen My Stapler

Apr 20 •

Tariff relief but key asset grief...

Apr 12 •

Offshore Off the Hook?

Is the water finally safe?

Jun 16 •

Natural Gas to Save India's Air?

Nov 25, 2024 •

Platinum Tease or Platinum Squeeze?

I am bullish regardless

May 26 •

Why I think platinum group metals are mispriced

May 12, 2024 •

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