We have a special biweekly this time

We have 9 charts on electrification theme .. covering India .. US and Europe

Read of the week is reclusive Felix Zulauf.

Lyn Alden interview with Adam taggart is a must listen

Do subscribe.

mailchi.mp/pinetreemacro/…

Somebody has finally said the quote part loud…. Money is always made in 2nd/ 3rd derivative #electrification
Transformers for transformers – the key bottleneck in AI development? eastcapital.com/insights/trans…

Calgary beer fest is back with more than 100 craft breweries.

If this is true then Canadian Peso will be the best carry currency on the planet.

Beat the benchmark

open.spotify.com/episode/5ifIti…

More on #electrification

Why you should invest at passive funds in western world and active funds in including India
I picked some funds applying macro thesis and how they performed in Q1 2024

m.youtube.com/watch?si=_6C_O…

We have a special biweekly this time

We have 9 charts on electrification theme .. covering India .. US and Europe

Read of the week is reclusive Felix Zulauf.

Lyn Alden interview with Adam taggart is a must listen

Do subscribe.

mailchi.mp/pinetreemacro/…

I just published a new post. In it:

- Why most of the AI value may end up with consumers and industrial profits
- Why upgrading the SME tech stack via 'AI Buyouts' is a generational opportunity

It is free, if you like it, please share it!
nexteconomy.co/p/service-as-a…

Monthly reminder to have GOLD in asset allocation
( as on 30th April)

Horrific heat wave all across Asia. Lethal conditions caused by oil, gas and coal. We have to choose: we can continue building new fossil fuel projects and watch as millions suffer and die. Or we can stop, actually begin a just transition, and build a safer world.

A time is coming when hunger for electricity will lead to household competing for power with mega cap tech companies…. And you know what …Small guys always loose.

#electrification is our macro theme of the decade

The 20-year annual performance differential between Low Dividend and High Dividend stocks has just achieved a new all-time record, exceeding the previous record that was set in March 2000.

.Brookfield Asset Management and Microsoft just signed a five-year agreement for the development of over 10.5GW of new renewable energy capacity, 'almost eight times larger than the largest single corporate PPA ever signed.' bep.brookfield.com/press-releases…

Here's one for the monetarists. After 18 months of contraction, M2 has returned to year-on-year growth.

Don't be under illusion and try to understand why you are making money.
Most of it is not coming from predicting earnings but from earnings multiples but I don't know of anybody who understands why multiples expand/contracts.

Via Gerard Minack interview with Grant Williams.

Link to my private WhatsApp channel .. for those who wants better understanding of Indian and global macro environment.

whatsapp.com/channel/0029Va…

Today Starbucks got crushed … tomorrow it would be turn of DoorDash . Consumer is not strong

Lower USD... Lower US bond yields... Stable Yen....and higher asset prices in near term.

Lower USD... Lower US bond yields... Stable Yen....and higher asset prices in near term.