Archive - Pinebrookcap's Substack

Weekly Signal & Noise Filter

A Regime Changing Economic Shock

Apr 13 •

David Cervantes

March 2025

February 2025

Market Commentary

Mean Reversion: China

Feb 24 •

David Cervantes

Market Commentary

Mean Reversion: Parts 2 & 3

Feb 24 •

David Cervantes

Market Commentary

Mean Reversion: Part 1

Feb 19 •

David Cervantes

U.S. Economic Growth Update

Trumping, not Trumped

Feb 12 •

David Cervantes

Weekly Signal & Noise Filter

Runaway Economic Bull

Feb 6 •

David Cervantes

January 2025

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