Before you Walk in the Pines - I wanted to let you all know I just started a second Substack - The Pinecone Passport. It is 100% focused on country ETFs for those looking to diversify some likely excessive US exposure. As important, it is for folks curious about the world and wanting to better keep up with the news and data outside of just the G10. This letter will help you keep your finger on the pulse of the returns around the world and the stories driving them. The first letter is unlocked and I may run the first few for free - so check it out.
Charts of the Week:
Quote of the Week:
“If you don't have time to do it right, when will you have the time to do it over?”
― John Wooden
Reads of the Week:
Listens of the Week:
Watches of the Week:
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.