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2026 Year-to-Date Performance Report
January 2, 2026 – August 31, 2026 · 166 Trading Days
8 hrs ago
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David Cervantes
7
1
Pinebrook Core is moving to Discord
It's about damn time
Sep 1
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David Cervantes
13
6
1
August 2026
Signal & Noise Filter
Guns, Butter, and the Bond Market
Aug 27
•
David Cervantes
28
9
5
Market Commentary
Gold - Shining Again
Aug 21
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David Cervantes
29
5
Trade Alerts MOC
Some House Cleaning
Aug 21
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David Cervantes
13
2
Signal & Noise Filter
Breaking Bad on the Long End
Aug 20
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David Cervantes
25
10
2026 Year-to-Date Performance Report
January 2, 2026 – July 31, 2026 · 145 Trading Days
Aug 12
•
David Cervantes
16
1
2
Signal & Noise Filter
Triangulating the Macro Case for a Right Tail
Aug 8
•
David Cervantes
27
3
1
Market Commentary
SMH Forward Returns
Aug 3
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David Cervantes
24
7
2
July 2026
Market Commentary
Rotation Break
Jul 31
•
David Cervantes
51
2
4
Signal & Noise Filter
The Fed is the Noise
Jul 28
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David Cervantes
29
19
3
Market Commentary
Happy Summer!
Jul 24
•
David Cervantes
20
5
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