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Private X Feed Reminder
@macrostratPB
Apr 26
•
David Cervantes
10
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Private X Feed Reminder
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49
Market Commentary
The Da Da Da Dollar
Apr 25
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David Cervantes
26
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8
Market Commentary
There is Never Just One Cockroach
Apr 20
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David Cervantes
35
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12
Weekly Signal & Noise Filter
A Regime Changing Economic Shock
Apr 13
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David Cervantes
36
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9
March 2025
U.S. Economic Growth Update
(n)GDP and the Strike on The Fed Put
Mar 31
•
David Cervantes
22
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U.S. Economic Growth Update
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5
Weekly Signal & Noise Filter
April 2nd Has Come and Gone – Supply Shocks & Transitory Inflation Part II
Mar 24
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David Cervantes
25
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1
Weekly Signal & Noise Filter
Inside the Insane Asylum
Mar 11
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David Cervantes
24
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6
Weekly Signal & Noise Filter
Pinebrook Will Fade the Growth Scare, Again
Mar 1
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David Cervantes
30
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15
February 2025
Market Commentary
Mean Reversion: China
Feb 24
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David Cervantes
10
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1
Market Commentary
Mean Reversion: Parts 2 & 3
Feb 24
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David Cervantes
16
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Market Commentary
Mean Reversion: Part 1
Feb 19
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David Cervantes
22
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5
U.S. Economic Growth Update
Trumping, not Trumped
Feb 12
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David Cervantes
23
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