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Weekly Signal & Noise Filter
A Regime Changing Economic Shock
Apr 13
•
David Cervantes
33
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Weekly Signal & Noise Filter
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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
•
David Cervantes
25
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Weekly Signal & Noise Filter
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1
Weekly Signal & Noise Filter
Inside the Insane Asylum
Mar 11
•
David Cervantes
24
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6
Weekly Signal & Noise Filter
Pinebrook Will Fade the Growth Scare, Again
Mar 1
•
David Cervantes
30
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15
February 2025
Market Commentary
Mean Reversion: China
Feb 24
•
David Cervantes
10
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Market Commentary
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1
Market Commentary
Mean Reversion: Parts 2 & 3
Feb 24
•
David Cervantes
16
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Market Commentary
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Market Commentary
Mean Reversion: Part 1
Feb 19
•
David Cervantes
22
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Market Commentary
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5
U.S. Economic Growth Update
Trumping, not Trumped
Feb 12
•
David Cervantes
23
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U.S. Economic Growth Update
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3
Weekly Signal & Noise Filter
Runaway Economic Bull
Feb 6
•
David Cervantes
25
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4
January 2025
Market Commentary
Have Tech & AI become Cyclical Macro Factors Like Housing?
Jan 31
•
David Cervantes
25
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Market Commentary
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7
Weekly Signal & Noise Filter
Jevons’ Paradox, Say’s Law, & Moravec’s Paradox
Jan 28
•
David Cervantes
43
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7
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