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Conclusion Repost for 9.11.25 Note
Reposting the concluding remarks of this morning's note.
Sep 11 • 
David Cervantes
17
Signal & Noise Filter
The Shrink-Wrapped Labor Market
Sep 11 • 
David Cervantes
22
5
August 2025 Inflation Preview
Housing Will Need to be the Big Offset
Sep 9 • 
David Cervantes
26
3
Market Commentary
New Trade Discussion
Sep 5 • 
David Cervantes
19
3
Trade Alert
After a month of U.S.
Sep 2 • 
David Cervantes
19
7

August 2025

Signal & Noise Filter
Policy Failures Mask American Exceptionalism
Aug 27 • 
David Cervantes
29
1
U.S. Economic Growth Update
Jackson Hole Edition
Aug 18 • 
David Cervantes
28
17
Market Commentary
L’État du Marché
Aug 13 • 
David Cervantes
28
12
Guy Berger Joins Pinebrookcap for a discussion about the U.S. labor market.
Get after future potential evolutions.
Aug 12 • 
David Cervantes
 and 
Guy Berger
35
26:35
Signal & Noise Filter
The Last War
Aug 5 • 
David Cervantes
33
10
GLD - SPX Spread Chart
A Reader Request
Aug 3 • 
David Cervantes
14
5
Market Commentary
Gold – A Demand Story
Aug 1 • 
David Cervantes
26
13
© 2025 David Cervantes
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