Archive - Pinebrookcap's Substack

Weekly Signal & Noise Filter

The Information Surface Matches Pinebrook’s Projections – What is Next?

Jul 17 •

David Cervantes

June CPI Preview

Pinebrook has a core CPI projection of .15% MoM vs a consensus print of .2% MoM, and sees potential for a .1% MoM print.

Jul 9 •

David Cervantes

Weekly Signal & Noise Filter

Market-Economic Divergence Growing

Jul 1 •

David Cervantes

June 2024

U.S. Economic Growth Update

Getting Soft but not Wobbly

Jun 20 •

David Cervantes

Weekly Signal & Noise Filter

Evolving to Target

Jun 14 •

David Cervantes

Weekly Signal & Noise Filter

The Information Surface Confirms Pinebrook’s Outlook

Jun 5 •

David Cervantes

Market Commentary

Broad Market Conditions

Jun 1 •

David Cervantes

May 2024

Market Commentary

Duration is Currently the Most Hated Trade

May 29 •

David Cervantes

Weekly Signal & Noise Filter

Back to our Regularly Scheduled Programing

May 21 •

David Cervantes

Weekly Signal & Noise Filter

Goldilocks is Dragging the Bears

May 13 •

David Cervantes

Weekly Signal & Noise Filter

Updated Information Surface

May 6 •

David Cervantes

April 2024

U.S. Economic Growth Update

Looking Beyond the Fed

Apr 29 •

David Cervantes

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