David Cervantes | Pinebrook Capital
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Pinebrook Capital
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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
11
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
20
11
2
January Inflation Preview
A Change in Seasonals
Feb 12
•
David Cervantes
14
2
Market Commentary
Stitching it Together
Feb 5
•
David Cervantes
22
January Manufacturing ISM
The Cyclical Pivot: From Drags to Tailwinds
Feb 3
•
David Cervantes
24
20
2
Degen Trade Alert
Miners
Feb 2
•
David Cervantes
18
4
Signal & Noise Filter
The Warsh Nomination
Feb 1
•
David Cervantes
28
3
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