Archive - Pinebrookcap's Substack

Market Commentary

The Small Caps Trade, Part 1 - International

Jul 2 •

David Cervantes

June 2025

Solid End to H1 2025

Jun 30 •

David Cervantes

Market Commentary

Jun 29 •

David Cervantes

Market Commentary

The Return of U.S. Exceptionalism (it never really went away)

Jun 23 •

David Cervantes

Weekly Signal & Noise Filter

Tariff Derangement Syndrome

Jun 14 •

David Cervantes

May 2025 CPI Preview

Likely the Last Month of Inflation Calm

Jun 10 •

David Cervantes

High Frequency Data Note

Jun 3 •

David Cervantes

(Not So) Weekly Signal & Noise Filter

TACO Flavored Kisses

Jun 1 •

David Cervantes

May 2025

#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