Walk in the Pines #238
This Week's Best
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Charts of the Week:
Want to learn something interesting - go and read about important companies from the rest of the world that are setting up R&D centers in China.
Could employment actually start picking up soon?
This is fine…
This is going to get *very* political very fast.
Quote of the Week:
“Remember that to change course or accept correction leaves you just as free as you were. The action is your own, driven by your own impulse and judgement, indeed your own intelligence.”
― Marcus Aurelius
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.
much appreciate the quality insights here as new subscriber. In the MT interview with Kevin Muir you were hugely positive on BYD . did you look into BYD electronics intl. (0285HK) at all ? wondered if it was a way of playing the excellence of BYD's R&D without auto exposure ?
Is pinecone weekly brief subscription not full access to articles? Somewhat confused, are there a couple of levels to this stack?