Walk in the Pines #155

This Week's Best

Best Viewed in Your Browser

First off this week - I want to ask you to check out my new podcast - Taylor Made Macro. We released our first interview this weekend and have already recorded our second which will be released in a couple of weeks. This is a special project to me and I could use your support in having it spread. Thanks! It is the least actionable investing podcast out there - we let others stay on top of markets and instead, we try to get to the bottom of them by going deep on process and how to think over what to think. Check it out.

YouTube | The Podcast | The Show Notes Page

Charts of the Week

Reads of the Week

• The Telegraph (AEP) – Fusion sooner than you think

• The Telegraph (AEP) – Fed & Bernard Connolly’s new book.

Listens of the Week:

• Taylor Made Macro – Brent Johnson

• Capital Allocators – Jonathan Tepper - One of those people that you can just FEEL is way smarter than you.

Watches of the Week:

• Blockworks Macro – Andy Constan

• Wealthion – Neil Howe

Disclosure: Pinecone Macro Research, LLC is an independent research firm. Pinecone Macro’s letters are based upon information gathered from various sources believed to be reliable but are not guaranteed as to accuracy or completeness. There are risks in investing. Any individual report is not all-inclusive and does not contain all of the information that you may desire in making an investment decision. You must conduct and rely on your own evaluation of any potential investment and the terms of its offering, including the merits and risks involved in making a decision to invest. The information in this letter is not intended to be, and shall not constitute, an offer to sell or a solicitation of an offer to buy any security or investment product or service. The information in this report is subject to change without notice, and Pinecone Macro Research, LLC assumes no responsibility to update the information contained in this report. There is risk in trading markets. Pinecone Macro Research, LLC is not an investment advisor. The ideas and trades I share are my own and are for informational and educational purposes only and should not be construed as investment advice.  Accordingly, you should not rely solely on the information in making any investment.  You should always check with your licensed financial advisor to determine the suitability of any investments.