Archive - Pinebrookcap's Substack

After the LA Fires

Watch now (36 mins) | The costs of reconstruction

Jan 16 •

David Cervantes

35:45

December Core PCE Nowcast

No Catchy Subtitle on This One

Jan 15 •

David Cervantes

December Inflation Preview

Another Brick in the Wall

Jan 14 •

David Cervantes

U.S. Economic Growth Update

Growth Bull Intact

Jan 10 •

David Cervantes

Weekly Signal & Noise Filter

The TP Freak Off is Likely Not Over

Jan 6 •

David Cervantes

December 2024

Weekly Signal & Noise Filter

We’re Not Keepin It Real on Christmas

Dec 26, 2024 •

David Cervantes

Market Commentary

2025 Outlook Part Deux

Dec 17, 2024 •

David Cervantes

Administrative Housekeeping Note

DOES NOT AFFECT CURRENT PAID MEMBERS

Dec 12, 2024 •

David Cervantes

Caliente Cab Company

Dec 11, 2024 •

David Cervantes

Weekly Signal & Noise Filter

Mid Cycle Adjustment

Dec 11, 2024 •

David Cervantes

Market Commentary

2025 Outlook: Average is Lazy

Dec 3, 2024 •

David Cervantes

November 2024

Weekly Signal & Noise Filter

Where the Hell Are We?

Nov 24, 2024 •

David Cervantes

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts