HeyJaredPinetree Macro
Pinetree Macro a Global Macro fund that focuses on liquidity way of Investing
- Indexed issues, last 90 days
- 7
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- Sep 7, 2026
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- Jul 21, 2026
Latest issues
The Hamiltonian Turn (opens the original)
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For most of my career the organising question in economics has been where something can be made cheaper. Supply chains, offshoring decisions, trade agreements and, by extension, a good deal of the equity market’s leadership over the past two decades were all answers to that one question.Over the past eighteen months senior American officials have started answering a different question, which is what happens if a country cannot get something at all. They have given the shift a name, and the name
Four Years of Pinetree Macro: Thank You! (opens the original)
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On 12 August 2026, Pinetree Macro completed four years. We have also crossed USD 50 million in assets under management and we are grateful for your support and trust.<img alt="" class="sizing-normal" height="1280" src="https://substackcdn.com/image/fetch/$s_!wEGd!,w
Two Years of Return in Two Months (opens the original)
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The views set out in this article were expressed on 18 August 2026. All market data, price levels, and positioning references are as of that date and have not been revised for developments occurring after it. The article contains clickable links to earlier commentary in which these themes were previously articulated.The Korean market was up more than 120 per cent at one point this year. It then fell roughly a third from its June peak in a matter of weeks, erasing something close to two trillion
Manufacturing in India: The Tide Is Turning (opens the original)
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Our Calls, GradedBefore we make the case for Indian manufacturing, we should account for the calls we have already made.In May 2024, in an interview with NDTV Profit, we backed electrification, defence, tourism and wealth management. Here is how each has fared in the two years since.Why PineTree Macro’s Ritesh Jain Is Betting On India Manufacturing BoostDefence</str
The AI Capex Bubble: Bigger Than You Think, Funded by You Don’t Know Who (opens the original)
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Take a step back and look at this chart. One widely shared projection has AI software spending alone reaching roughly 8% of US GDP by the end of the decade, before counting the additional AI capital expenditure on data centres and hardware. If it plays out anywhere close to that path, it would be the largest technological investment wave in modern economic history.<a class="image-link image2" href="https://substackcdn.com/image/fetch/$s_!jnEC!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%
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