David Cervantes | Pinebrook Capital

David Cervantes | Pinebrook Capital

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A Reply to an X Post Regarding a (not) Bullish ISM
A post on X sought to downplay the bullish interpretation of this week’s ISM data
Mar 5 • David Cervantes
February ISM
The Growth Impulse Refuses to Fade
Mar 4 • David Cervantes
February Blotter Highlights
Navigating a Choppy February with Positive PNL
Mar 2 • David Cervantes
Signal & Noise Filter
Mencho’d
Mar 1 • David Cervantes

February 2026

PPI Recap
Hotter Than a Mexican Cartel
Feb 27 • David Cervantes
Signal & Noise Filter
The Chaos Continues
Feb 21 • David Cervantes
Market Commentary
The Rotational State of the Tape
Feb 13 • David Cervantes
January Inflation Preview
A Change in Seasonals
Feb 12 • David Cervantes
Market Commentary
Stitching it Together
Feb 5 • David Cervantes
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
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