Share this postPinebrookcap's SubstackTrade ThesisCopy linkFacebookEmailNotesMoreTrade ThesisDavid CervantesOct 27, 2023∙ Paid19Share this postPinebrookcap's SubstackTrade ThesisCopy linkFacebookEmailNotesMore5ShareThe slowdown thesis has arrived. It’s been in the works. This post is for paid subscribersSubscribeAlready a paid subscriber? Sign in