Archive - Pinebrookcap's Substack

U.S. Economic Growth Update

Jackson Hole Edition

Aug 18 •

David Cervantes

Market Commentary

L’État du Marché

Aug 13 •

David Cervantes

Guy Berger Joins Pinebrookcap for a discussion about the U.S. labor market.

Get after future potential evolutions.

Aug 12 •

David Cervantes

and

26:35

Signal & Noise Filter

Aug 5 •

David Cervantes

GLD - SPX Spread Chart

A Reader Request

Aug 3 •

David Cervantes

Market Commentary

Gold – A Demand Story

Aug 1 •

David Cervantes

July 2025

Portfolio Repositioning

Reversion Mission Accomplished

Jul 30 •

David Cervantes

Jul 22 •

David Cervantes

Signal & Noise Filter

Of Turds & Lambos

Jul 20 •

David Cervantes

Tactical Repositioning

Jul 15 •

David Cervantes

Market Commentary

The Small Caps Trade – U.S. Sectoral

Jul 11 •

David Cervantes

Market Commentary

The Small Caps Trade, Part 1 - International

Jul 2 •

David Cervantes

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