David Cervantes | Pinebrook Capital

David Cervantes | Pinebrook Capital

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January Manufacturing ISM
The Cyclical Pivot: From Drags to Tailwinds
Feb 3 • David Cervantes
Degen Trade Alert
Miners
Feb 2 • David Cervantes
Signal & Noise Filter
The Warsh Nomination
Feb 1 • David Cervantes

January 2026

January Blotter Highlights
Second Best Month since Liberation Day April 2025
Jan 30 • David Cervantes
U.S. Economic Growth Update
Demographic Sudden Stop and The Inflation Paradox
Jan 27 • David Cervantes
Signal & Noise Filter
It’s the Labor Market, Stupid
Jan 20 • David Cervantes
Degen Trade Alert
Guess What is 5 to 7 Sigma Out of Line?
Jan 15 • David Cervantes
Equity Exposure Re-Allocation
Follow up to International Exposure Note
Jan 13 • David Cervantes
Market Commentary
The International Opportunity Set
Jan 12 • David Cervantes
U.S. High Frequency Data Point
ISM Edition
Jan 7 • David Cervantes
Blotter Update
Starting 2026
Jan 6 • David Cervantes
Market Commentary
Starting 2026
Jan 5 • David Cervantes
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