Signal & Noise Filter
Market Commentary
Mean Reversion Alert
Trade Blotter
START HERE
David Cervantes Biography
Pinebrook Capital
Shooting First, Asking Questions Later
Private X Feed Reminder
September 2025 Inflation Preview
Anniversary Retrospective
FOMC Preview
Conclusion Repost for 9.11.25 Note
August 2025 Inflation Preview
Trade Alert
U.S. Economic Growth Update
Guy Berger Joins Pinebrookcap for a discussion about the U.S. labor market.
GLD - SPX Spread Chart
Portfolio Repositioning
This Morning
Tactical Repositioning
Weekly Signal & Noise Filter
May 2025 CPI Preview
High Frequency Data Note
(Not So) Weekly Signal & Noise Filter
Sectoral Study - Personal Lenders
After the LA Fires
December Core PCE Nowcast
December Inflation Preview
