Manufacturing in India: The Tide Is Turning
Our Calls, Currency, Trade access, and Manufacturing
Pinetree Macro
Pinetree Macro a Global Macro fund that focuses on liquidity way of Investing
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The AI Capex Bubble: Bigger Than You Think, Funded by You Don’t Know Who
How the AI buildout is being financed, and why it matters more than whether the technology works
Chapter Seven – The Three Suns
The rupee stopped falling, but it was bought time, not victory. Chapter Seven follows what India does with three years: Three suns. Each one lit by something India does not yet own.
Welcome to the Canopy
Seeing the Whole Forest | Pinetree Macro Canopy July 2026
Chapter Six – The Pharmacy of the World
Pressure had flowed toward India: jets, currency, sea lanes, cloud. Now Delhi discovers it holds a switch of its own, in the one system the West cannot easily replace: the medicines on its own shelves
The Four Walls Are Cracking: A Case for AI
On scaling laws, cognitive decay, model collapse, and our assessment about AI and its relationship with human critical thinking.
The Heir Apparent Doesn't Want the Factory
Why the Next Generation Is Right to Choose Capital Over Commerce
The Strait of Hormuz Is the Only Question That Matters Right Now
A macro framework for navigating a world in transition where the outcome of one chokepoint determines the fate of every asset class.
Global Macro Dashboard Mar-26
The impact of the Iran war is now surfacing globally, with key macro indicators starting to reflect the stress
Nothing Stops This Train
And We’ve Been Riding It for Years