Archive - David Cervantes | Pinebrook Capital

The Expansion That Isn’t Allowed to Celebrate

4 hrs ago • David Cervantes

This Morning's Trading Plan

Executing on Last Week's Note

10 hrs ago • David Cervantes

A personal note from David

and something I'm building for you

May 4 • David Cervantes

Market Commentary

Navigating the Scylla and Charybdis

May 1 • David Cervantes

April 2026

U.S. Economic Growth Update

From the Asian Financial Crisis to the Strait of Hormuz: A Framework for American Resilience in an Age of a Supply Shock

Apr 26 • David Cervantes

Signal & Noise Filter

All Along the Watchtower

Apr 23 • David Cervantes

Market Commentary

A Tale of Two Markets

Apr 17 • David Cervantes

Market Commentary

Destiny in New Rochelle, New York

Apr 8 • David Cervantes

March/Q1 2026 Blotter Highlights

Degrossed, but not Fast Enough

Apr 2 • David Cervantes

March 2026

Signal & Noise Filter

This is Wut Stops This Train

Mar 30 • David Cervantes

Market Commentary

Mar 24 • David Cervantes

Market Commentary

The Great Un-Rotation

Mar 20 • David Cervantes

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