David Cervantes | Pinebrook Capital
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Market Commentary
The Great Un-Rotation
Mar 20
•
David Cervantes
37
4
3
Market Commentary
Shooting First, Explaining Later
Mar 16
•
David Cervantes
24
2
U.S. Economic Growth Update
Is the Hormuz Shock a Productivity Regime Shifter?
Mar 12
•
David Cervantes
106
10
15
Signal & Noise Filter
A New Trilemma
Mar 10
•
David Cervantes
74
4
9
A Reply to an X Post Regarding a (not) Bullish ISM
A post on X sought to downplay the bullish interpretation of this week’s ISM data
Mar 5
•
David Cervantes
12
6
February ISM
The Growth Impulse Refuses to Fade
Mar 4
•
David Cervantes
23
1
February Blotter Highlights
Navigating a Choppy February with Positive PNL
Mar 2
•
David Cervantes
18
2
Signal & Noise Filter
Mencho’d
Mar 1
•
David Cervantes
27
12
3
February 2026
PPI Recap
Hotter Than a Mexican Cartel
Feb 27
•
David Cervantes
13
Signal & Noise Filter
The Chaos Continues
Feb 21
•
David Cervantes
36
1
1
Market Commentary
The Rotational State of the Tape
Feb 13
•
David Cervantes
21
11
2
January Inflation Preview
A Change in Seasonals
Feb 12
•
David Cervantes
14
2
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