Walk in the Pines #208
This Week's Best
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Charts of the Week:
Quote of the Week:
“Not just that every day more of our life is used up and less and less of it is left, but this too: if we live longer, can we be sure our mind will still be up to understanding the world—to the contemplation that aims at divine and human knowledge? If our mind starts to wander, we’ll still go on breathing, go on eating, imagining things, feeling urges and so on. But getting the most out of ourselves, calculating where our duty lies, analyzing what we hear and see, deciding whether it’s time to call it quits—all the things you need a healthy mind for … all those are gone. So we need to hurry. Not just because we move daily closer to death but also because our understanding—our grasp of the world—may be gone before we get there.”
― Marcus Aurelius
Reads of the Week:
FT – good article covering the subject of this week’s letter (bonds/dollar)
Politico – Arrington: Senate changes to Trump’s megabill would imperil GOP agenda
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.