Nerd at Pinecone Macro Research

Fox Island, WA
Joined October 2016
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BREAKING: Iran says it will strike oil facilities, undersea cables, datacentres and AI facilities across as many as seven countries in the Gulf in the event of a fresh US-Israeli attack
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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 retweeted
can't have roaring kitty bumrushing the crude market
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I would have picked a different metaphor personally
JD Vance on the economy: "You don't turn the Titanic around overnight"
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American cancer patients are getting life-saving drugs from China that are not yet available in the US.
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U.S. AND ISRAEL REPORTEDLY PLAN NEW IRAN STRIKES AFTER MIDTERMS The U.S. and Israel have reportedly developed plans for renewed attacks on Iran after the November 3 elections, according to the New York Times. Potential targets include energy infrastructure, nuclear facilities and missile assets. Defense Secretary Pete Hegseth reportedly discussed the plans with Israeli Prime Minister Benjamin Netanyahu.
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Completely insane thing to say
Replying to @lrozen
Rubio: “The important point is we cannot direct a private company as to the decisions they make or not make.  What I can tell you with certainty is the President of the United States nor anyone in our system ever requested that any changes to that system be made, and that’s what we said repeatedly.”
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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 retweeted
JD Vance: "There is no person who hates the idea of people enriching themselves fraudulently over access to the government than Donald J Trump"
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PUTIN SIGNALS WILLINGNESS TO RESUME UKRAINE PEACE TALKS The Kremlin says Putin is ready in principle to restart U.S.–Russia–Ukraine talks in mid-November, focusing on postwar security guarantees. Following talks with U.S. envoy Steve Witkoff, Moscow also highlighted: 🔸 Progress on Russia–U.S. economic projects 🔸 Discussions on implementing a diesel agreement 🔸 Putin's willingness to help broker an Iran diplomatic settlement
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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 retweeted
MASSIVE potential implications for macro. Big non-sequitur for many narratives. “In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists.” -Eric Hoffer via @hummusboi17
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Steve Witkoff to Putin: You talk so much about my president, President Trump, being a humanitarian. You are a humanitarian also, sir, and I salute that, I commend you, and I thank you again.
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Market is concerned that AI is approaching peak supply/demand imbalance, therefore putting low multiples on many AI chip and supply chain stocks, fearing peak earnings. Vs. @elonmusk has decided to sell $SPCX compute entirely in the spot market because he thinks the compute shortage will persist for many years, and prices for compute will go even higher over time. One of these are wrong. If Elon is wrong, his business will be the first place that every customer goes to cut in an overbuild, since he is selling the most expensive compute with the shortest terms.
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𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 retweeted
The next AI rally might start with falling oil prices. Chase Taylor explains how cheaper energy could ease borrowing costs—and why AI could hedge an energy-heavy portfolio. Today on @KYRRadio. New KYR: youtube.com/watch?v=6OX3cjdU…
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