In the spring I asked my paid subscribers two questions: what would make Pinebrook indispensable, and would they want a live macro dashboard and a private community.
They answered. Then I told them what I heard, and what I’d build.
It’s done. And it’s better than I expected.
Here’s what they asked for, and what they’re getting.
First, the X problem.
The private X feed is now dormant.
Discord replaced it: gated, paid-only, access granted when you subscribe and revoked when you don’t. The macro reads and real-time commentary live there now.
Second, the blotter.
Subscribers wanted a trade record that’s easy to read.
When I enter or exit a position, it goes out in Discord and the Substack private group chat.
And the Ledger is live: every position, timestamped, measured against the S&P, with the equity curve and drawdown on the same page.
No screenshots. No hunting.
And it updates automatically.
Third, the dashboard.
Not a low-rent scaled-down fake Bloomberg Terminal. Not another dressed up Yahoo Finance feed.
A systematized, always-current view of where things stand, built on the tools I actually use.
That’s what this is: my entire framework, transparent and automated.
• Rates. Every move in the 10-year split into real rates, term premium and inflation, and what drove it. How the whole curve moved. How much Fed tightening or easing the market is pricing. Whether policy is restrictive or accommodative relative to neutral.
• The Fed, beneath the headline. The method behind my November 2023 soft-landing call, automated and backtested. Since 2015, when the Fed quietly stopped projecting a recessionary labor market, the 2-year fell an average 47bp over the next three months.
• The economy. A weekly scorecard of where we are in the cycle. The ISM regime. The labor market. And the housing-cycle work I’ve written about for years: is housing dragging on growth, is anything offsetting it, and is credit worried?
• Equities and metals. Correlation regimes, leadership breadth, the equity risk premium, and where silver and gold sit against their own history.
Every number updates automatically. Rates refresh at the Treasury close, every day. Every panel tells you how it’s built and what it can’t tell you. No black boxes. A user guide on the home page maps it all to the five moves of the framework.
When I first asked, I floated the dashboard as part of a premium tier. I built it into the core subscription instead, at no additional cost to the people who were here first.
When I built this, I kept asking one question: does this feed a signal I’d act on? If the answer was no, it didn’t make the cut.
What’s left is the framework itself, running every day where you can see it.
To my paid subscribers: you got what I promised. You came first, and you stay first. Your price is locked for the life of your subscription, whatever happens to it from here. And there’s more coming for you, in Core and in Pro, which is next in the pipeline.
To everyone reading for free: the offering just changed, and the price will change to match it. At 12:01 a.m. ET on Monday, October 5, the subscription price goes up for new subscribers.
Join before then and you lock in today’s price for as long as you stay.
Thank you all. It’s been a helluva journey.
-David
PS. Folks who are undecided can get a glimpse of what’s in the dashboard by reading a few excerpts from the dashboard user guide here.
You’re absolutely right!