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Market Commentary
Trading Blotter Review
Oct 16
•
David Cervantes
20
6
Signal & Noise Filter
The Road Ahead
Oct 13
•
David Cervantes
43
9
Signal & Noise Filter
One prominent feature of this cycle is how the evolution of the economy has rendered the business of traditional economic cycle forecasting obsolete.
Oct 6
•
David Cervantes
37
1
September 2025
Market Commentary
Don't Believe The Cover Art
Sep 29
•
David Cervantes
32
4
Anniversary Retrospective
Pinebrook’s Substack Turns 2
Sep 24
•
David Cervantes
37
3
Market Commentary
Run, Lola, Run
Sep 22
•
David Cervantes
17
4
FOMC Preview
The Hold My Beer Economy
Sep 16
•
David Cervantes
20
5
Conclusion Repost for 9.11.25 Note
Reposting the concluding remarks of this morning's note.
Sep 11
•
David Cervantes
19
Signal & Noise Filter
The Shrink-Wrapped Labor Market
Sep 11
•
David Cervantes
22
5
August 2025 Inflation Preview
Housing Will Need to be the Big Offset
Sep 9
•
David Cervantes
26
3
Market Commentary
New Trade Discussion
Sep 5
•
David Cervantes
19
3
Trade Alert
After a month of U.S.
Sep 2
•
David Cervantes
19
7
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