Pinecone Weekly Brief

A home office's search for alpha in parts of the public capital markets where most investors can't, or won't go. At least until later.

Welcome to the Tri Polar World on Substack, offering a unique take on global macro investing developed through 35+ years of day in and day out work at the coal face of global financial markets.

Subscribe for all CPI, PCE, inflation, Fed, labor market, macro, and market-related topics. For more visit ArkominaResearch.com.

My thoughts on global macro, micro, and everything in between

Global Liquidity Insights

A live book on Investing

Full-time trader for 8yrs now. Currently, in uranium, oil, and coal. Sharing my research and thoughts about trades I'm in or considering.

Thoughts on financial markets and economics from Simplify's Chief Strategist

Market commentary and insights out of Asia with global market impact by Weston Nakamura- former Goldman macro trader turned financial content creator & podcast host in Tokyo. Asia impacts global equities, bonds, currencies and commodities - find out how.

Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.

Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”

A newsletter on economics, geopolitics and history from Adam Tooze. More substantial than the twitter feed. More freewheeling than what you might read from me in FT, Foreign Policy, New Statesman.

The almost daily email about markets from Kevin Muir.

Analyses of important geopolitical events and essays on interesting things.

Macroeconomic and public policy investment strategy