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January Manufacturing ISM
The Cyclical Pivot: From Drags to Tailwinds
Feb 3
•
David Cervantes
20
18
2
Degen Trade Alert
Miners
Feb 2
•
David Cervantes
18
4
Signal & Noise Filter
The Warsh Nomination
Feb 1
•
David Cervantes
28
3
January 2026
January Blotter Highlights
Second Best Month since Liberation Day April 2025
Jan 30
•
David Cervantes
23
10
1
U.S. Economic Growth Update
Demographic Sudden Stop and The Inflation Paradox
Jan 27
•
David Cervantes
31
3
3
Signal & Noise Filter
It’s the Labor Market, Stupid
Jan 20
•
David Cervantes
26
7
2
Degen Trade Alert
Guess What is 5 to 7 Sigma Out of Line?
Jan 15
•
David Cervantes
26
17
1
Equity Exposure Re-Allocation
Follow up to International Exposure Note
Jan 13
•
David Cervantes
24
7
Market Commentary
The International Opportunity Set
Jan 12
•
David Cervantes
33
8
1
U.S. High Frequency Data Point
ISM Edition
Jan 7
•
David Cervantes
29
4
1
Blotter Update
Starting 2026
Jan 6
•
David Cervantes
13
2
Market Commentary
Starting 2026
Jan 5
•
David Cervantes
27
14
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