Ritesh Jain
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Pinetree Macro
Pinetree Macro a Global Macro fund that focuses on liquidity way of Investing
10 posts · theirs
Lately
Manufacturing in India: The Tide Is Turning
The AI Capex Bubble: Bigger Than You Think, Funded by You Don’t Know Who
Chapter Seven – The Three Suns
Welcome to the Canopy
Chapter Six – The Pharmacy of the World
The Four Walls Are Cracking: A Case for AI
The Heir Apparent Doesn't Want the Factory
The Strait of Hormuz Is the Only Question That Matters Right Now
Global Macro Dashboard Mar-26
Nothing Stops This Train
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