Pinecone Passport

Pinecone Passport

Share this post

Pinecone Passport
Pinecone Passport
Long Lumpia

Long Lumpia

Why I bought the Philippines ETF last week

Chase Taylor's avatar
Chase Taylor
May 15, 2025
∙ Paid
4

Share this post

Pinecone Passport
Pinecone Passport
Long Lumpia
Share

This letter reads WAY better in your browser than in your email - so do yourself a favor and click on the title above to read it that way.

The Dollar

I zoomed in today to show the recent bounce in the Dollar.

The Scoreboard

Poland looked sporty YTD 20% ago - what a beast. Exactly nobody had Austria crushing 2025. Which guru called for a 30%+ first half from Chile? You get the idea.

Interesting Data

Japan - EWJ 0.00%↑

Not great…

Australia - EWA 0.00%↑

Not a great looking trend here.

India - INDA 0.00%↑

Another nice inflation print for India.

China - FXI 0.00%↑

Credit and money supply remain stuck in China.

Interesting News

China - FXI 0.00%↑ & LatAm - ILF 0.00%↑

Good read from the FT on Xi courting LatAm rather directly right after the US backed down on trade. This after a lot of folks have asserted that the US is rather serious about Monroe 2.0 - so what next?

More on this from Nikkei

Argentina - ARGT 0.00%↑

Keep reading with a 7-day free trial

Subscribe to Pinecone Passport to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Chase Taylor
Market data by Intrinio
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share