David Cervantes | Pinebrook Capital
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Market Commentary
State of the Trades
4 hrs ago
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David Cervantes
20
Signal & Noise Filter
Bruh
Nov 1
•
David Cervantes
29
10
October 2025
Shooting First, Asking Questions Later
Pinebrook is getting long....
Oct 28
•
David Cervantes
26
9
Signal & Noise Filter
When Doves (don’t) Cry
Oct 27
•
David Cervantes
28
4
Private X Feed Reminder
Our Community is Growing
Oct 23
•
David Cervantes
10
28
September 2025 Inflation Preview
Labor Market Demand Story
Oct 23
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David Cervantes
27
3
Market Commentary
Party Like its January 1980
Oct 20
•
David Cervantes
29
6
Market Commentary
Trading Blotter Review
Oct 16
•
David Cervantes
21
6
Signal & Noise Filter
The Road Ahead
Oct 13
•
David Cervantes
46
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
38
3
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