David Cervantes | Pinebrook Capital

David Cervantes | Pinebrook Capital

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David Cervantes
Pinebrook Capital
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Market Commentary
31
Dec 2 • 
David Cervantes

November 2025

Signal & Noise Filter
Convergence
Nov 25 • 
David Cervantes
Market Commentary
Looking Beyond the AI Trade
Nov 21 • 
David Cervantes
Market Commentary
The Road to 26
Nov 13 • 
David Cervantes
Market Commentary
Prelude to 2026
Nov 8 • 
David Cervantes
Market Commentary
State of the Trades
Nov 6 • 
David Cervantes
Signal & Noise Filter
Bruh
Nov 1 • 
David Cervantes

October 2025

Shooting First, Asking Questions Later
Pinebrook is getting long....
Oct 28 • 
David Cervantes
Signal & Noise Filter
When Doves (don’t) Cry
Oct 27 • 
David Cervantes
Private X Feed Reminder
Our Community is Growing
Oct 23 • 
David Cervantes
September 2025 Inflation Preview
Labor Market Demand Story
Oct 23 • 
David Cervantes
Market Commentary
Party Like its January 1980
Oct 20 • 
David Cervantes
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