Pinebrookcap's Substack

Pinebrookcap's Substack

Home
Podcast
Archive
About

Sitemap - 2023 - Pinebrookcap's Substack

Holiday House Keeping Note

PCE Preview

Caught Between Scylla and Charybdis

Weekly Signal & Noise Filter

Clarification of March Fed Funds Implied Estimates

The Fed Has Pivoted

Brief (If Not Belated) CPI Preview

Weekly Signal & Noise Filter

SPECIAL GUEST REPORT: HOMEBUILDERS

November NFP Preview

US Construction and Manufacturing Update

Weekly Signal and Noise Filter

The State of the Macro

Weekly Signal & Noise Filter

US Economic Growth Update

Weekly Signal & Noise Filter

Of Small Caps and Flow Data

Will Santa Get Us Over the July Highs?

Weekly Signal & Noise Filter

Pre NFP-Commentary

New X (Twitter) Private Feed

Fed/FOMC Preview

Weekly Signal and Noise Filter

Trade Thesis

Shoot First, Ask Questions Later

GDP Wrap Up

Brief Data Note

Down the Rabbit Hole of Equity Risk

Weekly Signal and Noise Filter

Trade Idea(s) for Next Week

Economic Growth Update

Weekly Signal and Noise Filter

U.S. Equity Market Overview

CPI Game Plan

High Frequency Economics

House Keeping Note

Monday Pre-Trading Note 10.9.23

Weekly Signal and Noise Filter

FLASH POST

Not Another Useless NFP Note

JOLT'd

Mommy, When is Santa Coming?

Monday Pre-Trading Note

Weekly Signal & Noise Filter

For The Bottom Feeders

After The Fed and Into 2024

Coming soon

© 2025 David Cervantes
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More